Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 | $6,153 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,317 | $59,402-30.4% | $93,654-55.9% | $74,546-44.6% |
| Participation rate | 93.7% | 59.7%+34.1pp | 68.7%+25.0pp | 67.2%+26.5pp |
| Annual return | 14.19% | 81.86%-67.7pp | 133.34%-119.2pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $932 | $1,265-26.3% | $2,421-61.5% | $2,624-64.5% |
| Participant deferral / active EE | $2,823 | $3,049-7.4% | $4,413-36.0% | $4,347-35.1% |
| Admin fee / account holder | $22 | $3,023-99.3% | $8,282-99.7% | $1,944-98.9% |