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 15 · EIN 13-5674085 | Recordkeeping | $20,180 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,189 |
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 | $45,880 | $59,417-22.8% | $93,606-51.0% | $74,495-38.4% |
| Participation rate | 78.1% | 59.7%+18.4pp | 68.7%+9.3pp | 67.2%+10.9pp |
| Annual return | 15.11% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,911 | $3,050+61.0% | $4,411+11.3% | $4,346+13.0% |
| Admin fee / account holder | $40 | $3,021-98.7% | $8,285-99.5% | $1,942-97.9% |