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 |
|---|---|---|
SRPC, INC6 years Service code 15 · EIN 81-2204426 | Recordkeeping | $19,957 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,516 |
ADP BROKER-DEALER9+ 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 | $28,520 | $61,272-53.5% | $149,673-80.9% | $71,457-60.1% |
| Participation rate | 73.7% | 62.5%+11.2pp | 78.8%-5.1pp | 67.9%+5.7pp |
| Annual return | 15.34% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $911 | $2,378-61.7% | $4,818-81.1% | $2,588-64.8% |
| Participant deferral / active EE | $3,356 | $2,917+15.0% | $5,680-40.9% | $4,289-21.7% |
| Admin fee / account holder | $88 | $1,261-93.0% | $13,210-99.3% | $1,587-94.5% |