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 5-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 | $66,370 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $75,319 | $66,457+13.3% | $81,382-7.4% | $77,643-3.0% |
| Participation rate | 80.7% | 68.7%+12.0pp | 69.5%+11.2pp | 70.6%+10.2pp |
| Annual return | 12.42% | 15.93%-3.5pp | 24.73%-12.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,718 | $3,679+1.1% | $3,883-4.3% | $4,647-20.0% |
| Admin fee / account holder | $132 | $583-77.3% | $5,768-97.7% | $430-69.3% |