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 |
|---|---|---|
BETTERMENT LLC9 years Service code 15 · EIN 90-0735456 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $31,750 |
Filed as: KDP RETIREMENT PLAN SERVICES Service code 13 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $6,600 |
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 | $48,037 | $49,915-3.8% | $154,803-69.0% | $74,304-35.4% |
| Participation rate | 93.6% | 54.0%+39.7pp | 78.1%+15.6pp | 60.3%+33.3pp |
| Annual return | 18.58% | 34.06%-15.5pp | 58.88%-40.3pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,227 | $1,611-23.8% | $4,305-71.5% | $2,241-45.2% |
| Participant deferral / active EE | $3,695 | $2,255+63.9% | $5,540-33.3% | $3,767-1.9% |
| Admin fee / account holder | $129 | $2,189-94.1% | $14,329-99.1% | $2,969-95.7% |