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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,473 |
CADARET GRANT & CO INC1 year Service code 15 · EIN 22-2361254 | Recordkeeping | $22,507 |
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 | $106,812 | $79,184+34.9% | $102,438+4.3% | $74,546+43.3% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 14.42% | 54.95%-40.5pp | 29.37%-14.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,171 | $2,362-8.1% | $3,024-28.2% | $2,624-17.3% |
| Participant deferral / active EE | $7,959 | $4,414+80.3% | $5,054+57.5% | $4,347+83.1% |
| Admin fee / account holder | $243 | $2,001-87.8% | $9,448-97.4% | $1,944-87.5% |