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 7-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 | $9,424 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $19,425 | $56,485-65.6% | $185,823-89.5% | $86,799-77.6% |
| Participation rate | 88.8% | 65.5%+23.3pp | 81.7%+7.1pp | 72.3%+16.5pp |
| Annual return | 16.80% | 118.04%-101.2pp | 122.05%-105.2pp | 97.91%-81.1pp |
| Employer contribution / active EE | $600 | $1,843-67.4% | $5,167-88.4% | $2,405-75.1% |
| Participant deferral / active EE | $3,473 | $2,553+36.0% | $5,568-37.6% | $4,131-15.9% |
| Admin fee / account holder | $16 | $150-89.0% | $16,237-99.9% | $170-90.3% |