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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,174 |
ADP BROKER-DEALER4 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 | $65,085 | $84,936-23.4% | $111,297-41.5% | $79,386-18.0% |
| Participation rate | 89.3% | 75.9%+13.4pp | 77.3%+11.9pp | 70.7%+18.5pp |
| Annual return | 16.07% | 17.45%-1.4pp | 54.65%-38.6pp | 116.85%-100.8pp |
| Employer contribution / active EE | $670 | $1,979-66.2% | $2,731-75.5% | $2,427-72.4% |
| Participant deferral / active EE | $3,048 | $3,888-21.6% | $4,487-32.1% | $4,046-24.7% |
| Admin fee / account holder | $32 | $537-94.1% | $7,964-99.6% | $626-94.9% |