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 | $25,714 |
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 | $3,115 | $61,058-94.9% | $71,209-95.6% | $85,563-96.4% |
| Participation rate | 89.8% | 58.6%+31.3pp | 73.8%+16.1pp | 66.0%+23.8pp |
| Annual return | 20.87% | 100.41%-79.5pp | 282.51%-261.6pp | 31.51%-10.6pp |
| Employer contribution / active EE | $422 | $2,199-80.8% | $2,721-84.5% | $2,654-84.1% |
| Participant deferral / active EE | $1,851 | $3,173-41.7% | $4,175-55.7% | $4,375-57.7% |
| Admin fee / account holder | $22 | $855-97.4% | $5,349-99.6% | $834-97.3% |