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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,750 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,060 | $31,388+8.5% | $73,545-53.7% | $62,292-45.3% |
| Participation rate | 82.4% | 39.9%+42.5pp | 54.9%+27.4pp | 69.5%+12.8pp |
| Annual return | 12.93% | 25.34%-12.4pp | -15.16%+28.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $864 | $498+73.6% | $1,219-29.1% | $2,042-57.7% |
| Participant deferral / active EE | $2,985 | $1,028+190.2% | $1,806+65.3% | $3,169-5.8% |
| Admin fee / account holder | $11 | $299-96.3% | $2,320-99.5% | $479-97.7% |