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 | $149,860 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,340 |
ADP BROKER-DEALER6+ 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 | $97,826 | $104,475-6.4% | $159,436-38.6% | $79,386+23.2% |
| Participation rate | 95.6% | 76.6%+19.0pp | 82.8%+12.8pp | 70.7%+24.9pp |
| Annual return | 12.82% | 67.95%-55.1pp | 263.57%-250.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,541 | $3,417-25.6% | $4,829-47.4% | $2,427+4.7% |
| Participant deferral / active EE | $9,625 | $6,467+48.8% | $7,352+30.9% | $4,046+137.9% |
| Admin fee / account holder | $170 | $711-76.1% | $10,799-98.4% | $626-72.9% |