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 8-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 | $650 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,395 | $100,801-48.0% | $149,696-65.0% | $73,409-28.6% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.5%+16.5pp | 72.2%+26.8pp |
| Annual return | 56.64% | 265.34%-208.7pp | 276.60%-220.0pp | 59.29%-2.7pp |
| Employer contribution / active EE | $6,829 | $3,312+106.2% | $4,644+47.0% | $2,234+205.7% |
| Participant deferral / active EE | $12,943 | $6,404+102.1% | $6,842+89.2% | $3,805+240.1% |
| Admin fee / account holder | $2 | $181-98.8% | $9,309-100.0% | $158-98.6% |