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 10-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $197,387 | $80,673+144.7% | $101,326+94.8% | $84,808+132.7% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.2pp |
| Annual return | 17.20% | 38.95%-21.8pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $8,008 | $2,698+196.8% | $3,665+118.5% | $2,631+204.4% |
| Participant deferral / active EE | $21,402 | $6,840+212.9% | $7,994+167.7% | $4,212+408.2% |
| Admin fee / account holder | $10 | $12,784-99.9% | $11,185-99.9% | $7,344-99.9% |