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 39-2018056 | Recordkeeping | $67,961 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,616 | $101,317+5.2% | $146,958-27.5% | $74,495+43.1% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 17.34% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,410 | $3,810-36.7% | $4,933-51.1% | $2,623-8.1% |
| Participant deferral / active EE | $11,151 | $7,303+52.7% | $8,070+38.2% | $4,346+156.6% |
| Admin fee / account holder | $344 | $1,739-80.2% | $12,998-97.4% | $1,942-82.3% |