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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,523 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $51,573 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,415 | $109,881+5.0% | $150,045-23.1% | $84,808+36.1% |
| Participation rate | 80.7% | 76.1%+4.6pp | 82.3%-1.6pp | 68.3%+12.4pp |
| Annual return | 14.53% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,293 | $3,561+20.6% | $4,693-8.5% | $2,631+63.2% |
| Participant deferral / active EE | $15,149 | $6,636+128.3% | $7,997+89.4% | $4,212+259.7% |
| Admin fee / account holder | $626 | $8,568-92.7% | $13,435-95.3% | $7,344-91.5% |