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 10 · EIN 05-0255779 | Accounting | $14,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,097 |
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 | $183,502 | $56,485+224.9% | $185,823-1.2% | $86,799+111.4% |
| Participation rate | 98.0% | 65.5%+32.5pp | 81.7%+16.3pp | 72.3%+25.7pp |
| Annual return | 14.56% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.3pp |
| Employer contribution / active EE | $7,110 | $1,843+285.8% | $5,167+37.6% | $2,405+195.6% |
| Participant deferral / active EE | $5,904 | $2,553+131.3% | $5,568+6.0% | $4,131+42.9% |
| Admin fee / account holder | $42 | $150-72.0% | $16,237-99.7% | $170-75.3% |