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 | $47,390 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,565 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,427 | $56,638-44.5% | $169,368-81.4% | $74,419-57.8% |
| Participation rate | 79.4% | 67.5%+11.9pp | 77.1%+2.2pp | 70.7%+8.7pp |
| Annual return | 14.77% | 24.75%-10.0pp | 405.60%-390.8pp | 34.38%-19.6pp |
| Employer contribution / active EE | $667 | $2,027-67.1% | $4,013-83.4% | $2,637-74.7% |
| Participant deferral / active EE | $3,414 | $4,223-19.2% | $6,221-45.1% | $4,528-24.6% |
| Admin fee / account holder | $13 | $307-95.9% | $9,003-99.9% | $348-96.3% |