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 7-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 | $32,353 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $14,831 |
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 | $90,925 | $88,087+3.2% | $164,866-44.8% | $74,546+22.0% |
| Participation rate | 80.7% | 73.1%+7.6pp | 78.6%+2.1pp | 67.2%+13.5pp |
| Annual return | 21.92% | 17.27%+4.7pp | 69.97%-48.0pp | 1366.03%-1344.1pp |
| Employer contribution / active EE | $3,238 | $2,595+24.8% | $4,343-25.4% | $2,624+23.4% |
| Participant deferral / active EE | $11,506 | $4,499+155.7% | $6,033+90.7% | $4,347+164.7% |
| Admin fee / account holder | $206 | $2,232-90.8% | $12,689-98.4% | $1,944-89.4% |