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 | $293,746 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $120,603 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,684 | $120,450-17.2% | $159,436-37.5% | $93,030+7.2% |
| Participation rate | 91.5% | 78.0%+13.5pp | 82.8%+8.6pp | 73.9%+17.6pp |
| Annual return | 38.35% | 27.11%+11.2pp | 263.57%-225.2pp | 158.70%-120.3pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $8,338 | $7,283+14.5% | $7,352+13.4% | $4,562+82.7% |
| Admin fee / account holder | $109 | $137-20.5% | $10,799-99.0% | $152-28.3% |