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 | $67,091 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $37,884 |
ADP BROKER-DEALER5 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 | $28,980 | $42,353-31.6% | $79,550-63.6% | $64,808-55.3% |
| Participation rate | 94.0% | 64.8%+29.3pp | 69.5%+24.5pp | 71.5%+22.5pp |
| Annual return | -16.18% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $840 | $1,181-28.8% | $2,413-65.2% | $2,506-66.5% |
| Participant deferral / active EE | $5,018 | $3,170+58.3% | $3,985+25.9% | $4,310+16.4% |
| Admin fee / account holder | $126 | $160-20.9% | $6,832-98.2% | $188-32.8% |