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 9-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,519 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,353 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $29,668 | $51,197-42.1% | $82,719-64.1% | $66,914-55.7% |
| Participation rate | 85.6% | 67.8%+17.8pp | 72.6%+13.1pp | 69.8%+15.8pp |
| Annual return | -17.71% | -9.64%-8.1pp | 701.18%-718.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,996 | $3,458-13.4% | $4,395-31.8% | $4,237-29.3% |
| Admin fee / account holder | $216 | $416-47.9% | $5,329-95.9% | $593-63.5% |