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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $140,821 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,216 | $48,166-78.8% | $96,562-89.4% | $93,030-89.0% |
| Participation rate | 89.8% | 65.1%+24.7pp | 69.8%+20.0pp | 73.9%+15.9pp |
| Annual return | 65.85% | 21.31%+44.5pp | 37.78%+28.1pp | 158.70%-92.9pp |
| Employer contribution / active EE | $0 | $1,070-100.0% | $2,356-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $4,569 | $2,576+77.4% | $3,849+18.7% | $4,562+0.2% |
| Admin fee / account holder | $95 | $110-14.0% | $6,181-98.5% | $152-37.5% |