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 | $126,460 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,972 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: BARATZ AND ASSOCIATES, P.A. Service code 10 48 EVES DRIVE · MARLTON, NJ 08053 | Accounting | $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 | $77,418 | $84,487-8.4% | $125,339-38.2% | $66,914+15.7% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.7pp | 69.8%+25.3pp |
| Annual return | -18.15% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,646 | $3,553-25.5% | $4,814-45.0% | $2,544+4.0% |
| Participant deferral / active EE | $10,116 | $6,781+49.2% | $7,446+35.9% | $4,237+138.8% |
| Admin fee / account holder | $107 | $685-84.4% | $10,010-98.9% | $593-82.0% |