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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,446 |
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 | $33,227 | $65,061-48.9% | $143,757-76.9% | $66,914-50.3% |
| Participation rate | 92.5% | 65.2%+27.3pp | 80.3%+12.2pp | 69.8%+22.7pp |
| Annual return | -14.22% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,554 | $2,361+8.2% | $4,951-48.4% | $2,544+0.4% |
| Participant deferral / active EE | $3,969 | $2,919+36.0% | $5,637-29.6% | $4,237-6.3% |
| Admin fee / account holder | $29 | $502-94.3% | $14,673-99.8% | $593-95.1% |