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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,686 |
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 | $52,510 | $28,956+81.3% | $71,735-26.8% | $64,808-19.0% |
| Participation rate | 99.5% | 65.2%+34.3pp | 62.3%+37.2pp | 71.5%+28.0pp |
| Annual return | -15.59% | -7.39%-8.2pp | 9.14%-24.7pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,616 | $1,159+125.7% | $1,704+53.5% | $2,506+4.4% |
| Participant deferral / active EE | $3,749 | $2,686+39.6% | $2,658+41.1% | $4,310-13.0% |
| Admin fee / account holder | $9 | $124-93.1% | $3,974-99.8% | $188-95.4% |