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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,710 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $25,405 |
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 | $164,166 | $100,227+63.8% | $169,993-3.4% | $74,419+120.6% |
| Participation rate | 91.6% | 87.3%+4.3pp | 87.0%+4.6pp | 70.7%+20.8pp |
| Annual return | 21.98% | 66.08%-44.1pp | 53.37%-31.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $6,681 | $4,263+56.7% | $6,785-1.5% | $2,637+153.3% |
| Participant deferral / active EE | $16,159 | $7,143+126.2% | $10,408+55.3% | $4,528+256.9% |
| Admin fee / account holder | $219 | $234-6.7% | $12,815-98.3% | $348-37.2% |