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 | $31,571 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $54,317 | $45,719+18.8% | $96,139-43.5% | $93,030-41.6% |
| Participation rate | 54.5% | 45.8%+8.6pp | 68.4%-14.0pp | 73.9%-19.4pp |
| Annual return | 65.68% | 3211.95%-3146.3pp | 191.94%-126.3pp | 158.70%-93.0pp |
| Employer contribution / active EE | $1,475 | $1,139+29.6% | $2,797-47.3% | $2,706-45.5% |
| Participant deferral / active EE | $4,183 | $2,344+78.4% | $4,349-3.8% | $4,562-8.3% |
| Admin fee / account holder | $28 | $128-78.3% | $5,537-99.5% | $152-81.7% |