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 | $22,573 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,145 |
ADP BROKER-DEALER1 year 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 | $54,371 | $99,957-45.6% | $149,696-63.7% | $73,488-26.0% |
| Participation rate | 73.3% | 75.7%-2.4pp | 82.5%-9.2pp | 70.7%+2.6pp |
| Annual return | 28.31% | 53.87%-25.6pp | 276.60%-248.3pp | 28.51%-0.2pp |
| Employer contribution / active EE | $1,835 | $3,191-42.5% | $4,644-60.5% | $2,270-19.1% |
| Participant deferral / active EE | $7,545 | $6,073+24.3% | $6,842+10.3% | $3,740+101.8% |
| Admin fee / account holder | $243 | $551-56.0% | $9,309-97.4% | $513-52.7% |