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 | $97,033 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,250 | $40,278+27.2% | $80,569-36.4% | $80,160-36.1% |
| Participation rate | 48.2% | 47.5%+0.7pp | 67.0%-18.8pp | 72.9%-24.7pp |
| Annual return | 18.67% | 50.86%-32.2pp | 935.43%-916.8pp | 40.38%-21.7pp |
| Employer contribution / active EE | $2,555 | $1,332+91.7% | $2,723-6.2% | $2,978-14.2% |
| Participant deferral / active EE | $7,357 | $2,696+172.9% | $4,447+65.4% | $5,017+46.6% |
| Admin fee / account holder | $76 | $210-63.8% | $5,377-98.6% | $145-47.4% |