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 | $44,633 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,486 |
ADP BROKER-DEALER7+ 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 | $34,612 | $60,607-42.9% | $189,557-81.7% | $86,799-60.1% |
| Participation rate | 86.9% | 68.9%+18.0pp | 78.4%+8.4pp | 72.3%+14.6pp |
| Annual return | 14.06% | 65.18%-51.1pp | 64.17%-50.1pp | 97.91%-83.8pp |
| Employer contribution / active EE | $676 | $1,626-58.4% | $4,412-84.7% | $2,405-71.9% |
| Participant deferral / active EE | $3,406 | $3,895-12.6% | $6,174-44.8% | $4,131-17.6% |
| Admin fee / account holder | $9 | $159-94.3% | $9,807-99.9% | $170-94.7% |