See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,095 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,391 | $79,171+24.3% | $102,423-3.9% | $74,495+32.1% |
| Participation rate | 94.4% | 74.8%+19.6pp | 76.5%+18.0pp | 67.2%+27.2pp |
| Annual return | 24.03% | 54.93%-30.9pp | 29.32%-5.3pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $6,243 | $2,362+164.3% | $3,023+106.5% | $2,623+138.0% |
| Participant deferral / active EE | $16,635 | $4,415+276.8% | $5,053+229.2% | $4,346+282.8% |
| Admin fee / account holder | $13 | $2,001-99.3% | $9,451-99.9% | $1,942-99.3% |