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 10-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,297 |
ADP BROKER-DEALER9 years 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 | $78,917 | $88,634-11.0% | $101,326-22.1% | $74,304+6.2% |
| Participation rate | 99.1% | 76.9%+22.2pp | 81.5%+17.6pp | 60.3%+38.7pp |
| Annual return | 16.50% | 33.10%-16.6pp | 36.82%-20.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $3,462 | $2,930+18.1% | $3,665-5.5% | $2,241+54.5% |
| Participant deferral / active EE | $4,155 | $7,322-43.3% | $7,994-48.0% | $3,767+10.3% |
| Admin fee / account holder | $105 | $2,425-95.7% | $11,185-99.1% | $2,969-96.5% |