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 | $33,305 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,654 | $82,917-69.1% | $103,333-75.2% | $77,643-67.0% |
| Participation rate | 91.3% | 71.6%+19.7pp | 74.5%+16.8pp | 70.6%+20.7pp |
| Annual return | 17.39% | 19.13%-1.7pp | 24.88%-7.5pp | 31.24%-13.8pp |
| Employer contribution / active EE | $665 | $3,552-81.3% | $3,868-82.8% | $2,726-75.6% |
| Participant deferral / active EE | $3,410 | $4,108-17.0% | $5,057-32.6% | $4,647-26.6% |
| Admin fee / account holder | $118 | $638-81.6% | $8,355-98.6% | $430-72.7% |