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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,615 |
ADP BROKER-DEALER10+ 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 | $87,529 | $60,323+45.1% | $81,812+7.0% | $74,495+17.5% |
| Participation rate | 78.9% | 62.9%+16.0pp | 72.3%+6.5pp | 67.2%+11.7pp |
| Annual return | 17.32% | 16.90%+0.4pp | 773.79%-756.5pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,392 | $2,620-46.9% | $2,912-52.2% | $2,623-46.9% |
| Participant deferral / active EE | $5,572 | $3,387+64.5% | $4,319+29.0% | $4,346+28.2% |
| Admin fee / account holder | $10 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |