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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $223,419 |
KREISCHER MILLER1 year Service code 15 · EIN 23-1980475 | Recordkeeping | $17,490 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $14,250 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $26,555 | $58,644-54.7% | $177,989-85.1% | $199,593-86.7% |
| Participation rate | 85.2% | 65.5%+19.7pp | 77.1%+8.1pp | 72.0%+13.2pp |
| Annual return | 15.99% | 19.25%-3.3pp | 294.48%-278.5pp | 34.25%-18.3pp |
| Employer contribution / active EE | $1,164 | $1,801-35.4% | $3,949-70.5% | $3,034-61.6% |
| Participant deferral / active EE | $3,111 | $4,248-26.8% | $6,276-50.4% | $5,087-38.8% |
| Admin fee / account holder | $87 | $145-40.2% | $10,363-99.2% | $269-67.7% |