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 | $27,838 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 100 MADISON STREET, ATTN BD · SYRACUSE, NY 13202 | 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 | $64,952 | $88,890-26.9% | $102,423-36.6% | $77,643-16.3% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 12.84% | 24.98%-12.1pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,426 | $2,698-10.1% | $3,023-19.7% | $2,726-11.0% |
| Participant deferral / active EE | $3,805 | $5,145-26.0% | $5,053-24.7% | $4,647-18.1% |
| Admin fee / account holder | $52 | $235-77.7% | $9,451-99.4% | $430-87.8% |