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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,373 |
ADP BROKER-DEALER4 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 | $163,466 | $79,171+106.5% | $102,423+59.6% | $74,495+119.4% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 15.43% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,088 | $2,362+30.7% | $3,023+2.2% | $2,623+17.7% |
| Participant deferral / active EE | $5,884 | $4,415+33.3% | $5,053+16.5% | $4,346+35.4% |
| Admin fee / account holder | $63 | $2,001-96.8% | $9,451-99.3% | $1,942-96.7% |