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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,550 |
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 | $57,598 | $31,038+85.6% | $65,255-11.7% | $74,419-22.6% |
| Participation rate | 97.9% | 66.9%+31.0pp | 65.0%+32.9pp | 70.7%+27.2pp |
| Annual return | 16.86% | 38.60%-21.7pp | 47.35%-30.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,751 | $1,188+131.5% | $1,691+62.6% | $2,637+4.3% |
| Participant deferral / active EE | $3,762 | $2,792+34.7% | $2,831+32.9% | $4,528-16.9% |
| Admin fee / account holder | $7 | $299-97.8% | $4,112-99.8% | $348-98.1% |