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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,124 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $64,644 | $34,934+85.0% | $56,411+14.6% | $74,495-13.2% |
| Participation rate | 67.9% | 32.8%+35.1pp | 52.5%+15.5pp | 67.2%+0.7pp |
| Annual return | 17.56% | 25.94%-8.4pp | 1701.33%-1683.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,255 | $609+106.0% | $1,039+20.8% | $2,623-52.2% |
| Participant deferral / active EE | $4,264 | $1,170+264.4% | $1,952+118.5% | $4,346-1.9% |
| Admin fee / account holder | $27 | $2,364-98.9% | $2,829-99.1% | $1,942-98.6% |