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 | $955 |
ADP BROKER-DEALER8+ 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 | $59,448 | $65,435-9.2% | $86,677-31.4% | $66,914-11.2% |
| Participation rate | 73.4% | 75.5%-2.1pp | 76.6%-3.2pp | 69.8%+3.6pp |
| Annual return | -15.31% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,420 | $2,153-34.0% | $2,836-49.9% | $2,544-44.2% |
| Participant deferral / active EE | $3,778 | $4,100-7.9% | $4,656-18.8% | $4,237-10.8% |
| Admin fee / account holder | $9 | $642-98.6% | $7,493-99.9% | $593-98.5% |