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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,603 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $39,999 |
PDR CPAS ADVISORS4 years Service code 15 · EIN 59-1687531 | Recordkeeping | $9,600 |
ADP BROKER-DEALER9+ 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 | $135,064 | $95,274+41.8% | $135,903-0.6% | $74,419+81.5% |
| Participation rate | 94.6% | 78.2%+16.4pp | 81.9%+12.7pp | 70.7%+23.8pp |
| Annual return | 16.54% | 32.77%-16.2pp | 68.23%-51.7pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,682 | $3,874-56.6% | $4,856-65.4% | $2,637-36.2% |
| Participant deferral / active EE | $7,644 | $7,782-1.8% | $7,758-1.5% | $4,528+68.8% |
| Admin fee / account holder | $180 | $266-32.4% | $10,762-98.3% | $348-48.3% |