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 | $55,322 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,532 |
ADP BROKER-DEALER10+ 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 | $36,849 | $62,624-41.2% | $177,989-79.3% | $77,643-52.5% |
| Participation rate | 79.2% | 66.8%+12.4pp | 77.1%+2.2pp | 70.6%+8.7pp |
| Annual return | 14.58% | 16.16%-1.6pp | 294.48%-279.9pp | 31.24%-16.7pp |
| Employer contribution / active EE | $715 | $1,909-62.5% | $3,949-81.9% | $2,726-73.8% |
| Participant deferral / active EE | $3,745 | $4,219-11.2% | $6,276-40.3% | $4,647-19.4% |
| Admin fee / account holder | $14 | $386-96.3% | $10,363-99.9% | $430-96.7% |