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 | $10,468 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $44,599 | $89,282-50.0% | $94,646-52.9% | $74,419-40.1% |
| Participation rate | 94.4% | 82.4%+11.9pp | 80.8%+13.5pp | 70.7%+23.6pp |
| Annual return | 34.45% | 25.96%+8.5pp | 156.71%-122.3pp | 34.38%+0.1pp |
| Employer contribution / active EE | $2,659 | $3,022-12.0% | $3,672-27.6% | $2,637+0.8% |
| Participant deferral / active EE | $15,357 | $8,425+82.3% | $7,418+107.0% | $4,528+239.2% |
| Admin fee / account holder | $14 | $219-93.5% | $7,231-99.8% | $348-95.9% |