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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,057 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $39,999 |
PDR CPAS ADVISORS3 years Service code 15 · EIN 59-1687531 | Recordkeeping | $17,240 |
ADP BROKER-DEALER8+ 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 | $113,537 | $82,202+38.1% | $125,339-9.4% | $64,808+75.2% |
| Participation rate | 94.8% | 77.9%+16.9pp | 82.4%+12.4pp | 71.5%+23.4pp |
| Annual return | -13.58% | 3.48%-17.1pp | 572.05%-585.6pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,552 | $3,615-57.1% | $4,814-67.8% | $2,506-38.1% |
| Participant deferral / active EE | $7,047 | $7,175-1.8% | $7,446-5.4% | $4,310+63.5% |
| Admin fee / account holder | $182 | $163+11.7% | $10,010-98.2% | $188-2.9% |