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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $200,296 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,903 | $39,973-67.7% | $79,550-83.8% | $77,904-83.4% |
| Participation rate | 92.7% | 64.6%+28.1pp | 69.5%+23.2pp | 73.7%+19.0pp |
| Annual return | -9.01% | 3.42%-12.4pp | 0.16%-9.2pp | 12.21%-21.2pp |
| Employer contribution / active EE | $82 | $1,088-92.4% | $2,413-96.6% | $2,848-97.1% |
| Participant deferral / active EE | $5,898 | $2,774+112.6% | $3,985+48.0% | $4,806+22.7% |
| Admin fee / account holder | $158 | $113+39.7% | $6,832-97.7% | $133+19.0% |