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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,120 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,998 | $44,984-93.3% | $85,009-96.5% | $74,546-96.0% |
| Participation rate | 89.5% | 49.4%+40.1pp | 67.5%+22.0pp | 67.2%+22.3pp |
| Annual return | -11.95% | 26.25%-38.2pp | 66.47%-78.4pp | 1366.03%-1378.0pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $958 | $2,733-64.9% | $4,522-78.8% | $4,347-78.0% |
| Admin fee / account holder | $112 | $2,208-94.9% | $6,153-98.2% | $1,944-94.2% |