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 8-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 | $168,320 |
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 | $40,696 | $92,090-55.8% | $106,201-61.7% | $77,671-47.6% |
| Participation rate | 87.8% | 81.0%+6.8pp | 75.3%+12.5pp | 70.6%+17.2pp |
| Annual return | 12.32% | 17.89%-5.6pp | 116.26%-103.9pp | 31.21%-18.9pp |
| Employer contribution / active EE | $1,228 | $3,368-63.5% | $3,170-61.3% | $2,726-55.0% |
| Participant deferral / active EE | $4,026 | $5,386-25.3% | $5,012-19.7% | $4,648-13.4% |
| Admin fee / account holder | $122 | $219-44.5% | $11,039-98.9% | $430-71.8% |