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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,661 |
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 | $62,360 | $72,607-14.1% | $90,749-31.3% | $66,914-6.8% |
| Participation rate | 99.0% | 73.7%+25.3pp | 75.7%+23.3pp | 69.8%+29.2pp |
| Annual return | -14.48% | -12.28%-2.2pp | -12.16%-2.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $8,487 | $2,369+258.3% | $2,921+190.6% | $2,544+233.6% |
| Participant deferral / active EE | $16,983 | $3,977+327.0% | $4,564+272.1% | $4,237+300.8% |
| Admin fee / account holder | $12 | $707-98.3% | $8,445-99.9% | $593-98.0% |