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 | $26,253 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,867 |
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 | $53,347 | $80,724-33.9% | $103,333-48.4% | $74,495-28.4% |
| Participation rate | 73.5% | 65.7%+7.8pp | 74.5%-1.0pp | 67.2%+6.3pp |
| Annual return | 13.97% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,473 | $3,157-21.7% | $3,868-36.1% | $2,623-5.7% |
| Participant deferral / active EE | $5,384 | $3,860+39.5% | $5,057+6.5% | $4,346+23.9% |
| Admin fee / account holder | $262 | $2,368-89.0% | $8,355-96.9% | $1,942-86.5% |