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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,356 |
ADP BROKER-DEALER6 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 | $58,042 | $51,175+13.4% | $70,515-17.7% | $75,163-22.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.49% | 30.02%-13.5pp | 32.77%-16.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,788 | $1,826+107.4% | $2,973+27.4% | $2,670+41.9% |
| Participant deferral / active EE | $5,283 | $2,849+85.4% | $4,567+15.7% | $4,125+28.1% |
| Admin fee / account holder | $16 | $4,091-99.6% | $6,412-99.7% | $5,651-99.7% |