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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $225,342 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $162,262 |
BAKER TILLY US, LLP2 years Service code 15 · EIN 30-1413443 | Recordkeeping | $14,000 |
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 | $55,083 | $104,631-47.4% | $98,439-44.0% | $80,160-31.3% |
| Participation rate | 95.0% | 87.5%+7.4pp | 75.2%+19.8pp | 72.9%+22.0pp |
| Annual return | 21.52% | 34.72%-13.2pp | 21.16%+0.4pp | 40.38%-18.9pp |
| Employer contribution / active EE | $3,219 | $4,517-28.7% | $3,048+5.6% | $2,978+8.1% |
| Participant deferral / active EE | $3,710 | $6,545-43.3% | $4,738-21.7% | $5,017-26.1% |
| Admin fee / account holder | $83 | $105-20.8% | $8,948-99.1% | $145-42.7% |