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 4-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,045 |
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 | $41,587 | $113,016-63.2% | $103,476-59.8% | $74,495-44.2% |
| Participation rate | 94.6% | 80.8%+13.9pp | 80.5%+14.1pp | 67.2%+27.4pp |
| Annual return | 22.64% | 23.24%-0.6pp | 23.90%-1.3pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $5,909 | $4,881+21.1% | $4,672+26.5% | $2,623+125.3% |
| Participant deferral / active EE | $11,538 | $7,279+58.5% | $6,623+74.2% | $4,346+165.5% |
| Admin fee / account holder | $6 | $1,709-99.6% | $9,413-99.9% | $1,942-99.7% |