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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $78,986 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,827 |
ADP BROKER-DEALER10+ 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 | $32,370 | $82,917-61.0% | $103,333-68.7% | $77,643-58.3% |
| Participation rate | 90.6% | 71.6%+19.0pp | 74.5%+16.1pp | 70.6%+20.0pp |
| Annual return | 13.08% | 19.13%-6.1pp | 24.88%-11.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,556 | $3,552-56.2% | $3,868-59.8% | $2,726-42.9% |
| Participant deferral / active EE | $4,770 | $4,108+16.1% | $5,057-5.7% | $4,647+2.6% |
| Admin fee / account holder | $167 | $638-73.8% | $8,355-98.0% | $430-61.1% |