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 7-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 | $57,965 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 15 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Recordkeeping | $31,249 |
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 | $67,398 | $106,028-36.4% | $146,958-54.1% | $77,643-13.2% |
| Participation rate | 92.4% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 26.25% | 56.73%-30.5pp | 418.34%-392.1pp | 31.24%-5.0pp |
| Employer contribution / active EE | $7,249 | $4,063+78.4% | $4,933+46.9% | $2,726+165.9% |
| Participant deferral / active EE | $10,182 | $7,990+27.4% | $8,070+26.2% | $4,647+119.1% |
| Admin fee / account holder | $235 | $337-30.2% | $12,998-98.2% | $430-45.3% |