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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,695 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $4 |
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 | $114,253 | $106,110+7.7% | $147,005-22.3% | $77,671+47.1% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 15.38% | 56.77%-41.4pp | 418.76%-403.4pp | 31.21%-15.8pp |
| Employer contribution / active EE | $5,087 | $4,065+25.2% | $4,934+3.1% | $2,726+86.6% |
| Participant deferral / active EE | $10,119 | $7,992+26.6% | $8,070+25.4% | $4,648+117.7% |
| Admin fee / account holder | $134 | $338-60.3% | $13,006-99.0% | $430-68.8% |