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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,510 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $21,215 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,777 | $105,181-25.1% | $159,436-50.6% | $85,850-8.2% |
| Participation rate | 90.4% | 75.8%+14.7pp | 82.8%+7.6pp | 69.3%+21.1pp |
| Annual return | 13.14% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,802 | $5,945-36.0% | $7,352-48.3% | $3,952-3.8% |
| Admin fee / account holder | $251 | $6,933-96.4% | $10,799-97.7% | $6,260-96.0% |