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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,417 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $21,071 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,490 | $86,922-48.8% | $102,438-56.6% | $80,874-45.0% |
| Participation rate | 99.0% | 72.4%+26.6pp | 76.5%+22.5pp | 67.6%+31.3pp |
| Annual return | 10.31% | 18.90%-8.6pp | 29.37%-19.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $886 | $2,369-62.6% | $3,024-70.7% | $2,756-67.8% |
| Participant deferral / active EE | $5,607 | $4,119+36.1% | $5,054+10.9% | $4,297+30.5% |
| Admin fee / account holder | $269 | $8,050-96.7% | $9,448-97.2% | $6,935-96.1% |