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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $157,849 |
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 | $18,634 | $53,165-64.9% | $86,188-78.4% | $74,419-75.0% |
| Participation rate | 93.3% | 64.9%+28.4pp | 69.0%+24.3pp | 70.7%+22.5pp |
| Annual return | 25.66% | 22.64%+3.0pp | 1168.45%-1142.8pp | 34.38%-8.7pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,231 | $3,234+61.7% | $3,985+31.3% | $4,528+15.5% |
| Admin fee / account holder | $131 | $551-76.2% | $6,852-98.1% | $348-62.3% |