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 | $29,692 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $19,625 |
ADP BROKER-DEALER11+ 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 | $27,658 | $30,588-9.6% | $53,898-48.7% | $85,563-67.7% |
| Participation rate | 94.9% | 26.3%+68.6pp | 55.0%+39.9pp | 66.0%+28.9pp |
| Annual return | 17.84% | 50.42%-32.6pp | 528.60%-510.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $260 | $436-40.3% | $932-72.1% | $2,654-90.2% |
| Participant deferral / active EE | $2,363 | $848+178.7% | $1,826+29.4% | $4,375-46.0% |
| Admin fee / account holder | $117 | $1,879-93.8% | $2,491-95.3% | $834-86.0% |