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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $37,965 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,643 |
Service code 15 · EIN 05-0255779 | Recordkeeping | $8,800 |
ADP BROKER-DEALER7+ 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 | $71,652 | $84,936-15.6% | $111,297-35.6% | $79,386-9.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 77.3%+20.4pp | 70.7%+27.0pp |
| Annual return | 11.89% | 17.45%-5.6pp | 54.65%-42.8pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,396 | $1,979-29.5% | $2,731-48.9% | $2,427-42.5% |
| Participant deferral / active EE | $5,105 | $3,888+31.3% | $4,487+13.8% | $4,046+26.2% |
| Admin fee / account holder | $251 | $537-53.4% | $7,964-96.9% | $626-60.0% |