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 3-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 | $43,610 |
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 | $127,571 | $101,317+25.9% | $146,958-13.2% | $74,495+71.2% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 13.58% | 8730.91%-8717.3pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,307 | $3,810-13.2% | $4,933-33.0% | $2,623+26.1% |
| Participant deferral / active EE | $11,568 | $7,303+58.4% | $8,070+43.3% | $4,346+166.2% |
| Admin fee / account holder | $240 | $1,739-86.2% | $12,998-98.2% | $1,942-87.7% |