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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,977 |
ADP BROKER-DEALER7+ 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 | $68,742 | $69,515-1.1% | $86,874-20.9% | $85,850-19.9% |
| Participation rate | 98.9% | 66.3%+32.6pp | 71.6%+27.3pp | 69.3%+29.6pp |
| Annual return | 15.66% | 20.12%-4.5pp | 63.52%-47.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,532 | $1,880-18.5% | $2,495-38.6% | $2,565-40.3% |
| Participant deferral / active EE | $4,887 | $2,919+67.4% | $3,699+32.1% | $3,952+23.7% |
| Admin fee / account holder | $32 | $5,972-99.5% | $5,828-99.4% | $6,260-99.5% |