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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,696 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $39,972 |
PDR CPAS ADVISORS6 years Service code 15 · EIN 59-1687531 | Recordkeeping | $10,600 |
ADP BROKER-DEALER11+ 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 | $177,163 | $119,446+48.3% | $150,045+18.1% | $85,563+107.1% |
| Participation rate | 93.5% | 75.4%+18.0pp | 82.3%+11.1pp | 66.0%+27.5pp |
| Annual return | 13.42% | 23.72%-10.3pp | 62.55%-49.1pp | 31.51%-18.1pp |
| Employer contribution / active EE | $1,654 | $4,078-59.5% | $4,693-64.8% | $2,654-37.7% |
| Participant deferral / active EE | $8,292 | $7,985+3.9% | $7,997+3.7% | $4,375+89.5% |
| Admin fee / account holder | $201 | $548-63.3% | $13,435-98.5% | $834-75.9% |