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 | $24,997 |
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 | $14,501 | $67,984-78.7% | $65,493-77.9% | $74,304-80.5% |
| Participation rate | 85.6% | 66.3%+19.3pp | 73.1%+12.5pp | 60.3%+25.3pp |
| Annual return | 14.55% | 19.87%-5.3pp | 982.45%-967.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $312 | $2,491-87.5% | $2,574-87.9% | $2,241-86.1% |
| Participant deferral / active EE | $2,699 | $3,346-19.3% | $3,961-31.9% | $3,767-28.4% |
| Admin fee / account holder | $132 | $1,373-90.4% | $5,028-97.4% | $2,969-95.6% |