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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,458 |
ADP BROKER-DEALER3 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 | $57,979 | $73,638-21.3% | $95,952-39.6% | $73,488-21.1% |
| Participation rate | 88.3% | 76.2%+12.2pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 23.02% | 16.78%+6.2pp | 91.61%-68.6pp | 28.51%-5.5pp |
| Employer contribution / active EE | $610 | $1,863-67.3% | $2,541-76.0% | $2,270-73.1% |
| Participant deferral / active EE | $2,795 | $3,617-22.7% | $4,167-32.9% | $3,740-25.2% |
| Admin fee / account holder | $20 | $482-95.9% | $6,795-99.7% | $513-96.2% |