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 | $18,899 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,625 |
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 | $72,172 | $86,922-17.0% | $102,438-29.5% | $80,874-10.8% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 12.16% | 18.90%-6.7pp | 29.37%-17.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,123 | $2,369-52.6% | $3,024-62.9% | $2,756-59.2% |
| Participant deferral / active EE | $7,209 | $4,119+75.0% | $5,054+42.7% | $4,297+67.8% |
| Admin fee / account holder | $181 | $8,050-97.8% | $9,448-98.1% | $6,935-97.4% |