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 9-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,379 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS, IN Service code 15 · EIN 59-2476008 | Recordkeeping | $56,814 |
FI401K ADVISORS LLC2 years Filed as: FI401K ADVISORS, LLC Service code 15 · EIN 38-3921891 | Recordkeeping | $19,379 |
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $7,657 |
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 | $47,059 | $82,202-42.8% | $125,339-62.5% | $64,808-27.4% |
| Participation rate | 97.7% | 77.9%+19.8pp | 82.4%+15.3pp | 71.5%+26.3pp |
| Annual return | 10.43% | 3.48%+7.0pp | 572.05%-561.6pp | 32.82%-22.4pp |
| Employer contribution / active EE | $4,264 | $3,615+17.9% | $4,814-11.4% | $2,506+70.2% |
| Participant deferral / active EE | $9,028 | $7,175+25.8% | $7,446+21.2% | $4,310+109.4% |
| Admin fee / account holder | $223 | $163+36.4% | $10,010-97.8% | $188+18.6% |