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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,514 |
PINNACLE BANK1 year Service code 15 · EIN 62-1829917 | Recordkeeping | $9,736 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $104,718 | $106,110-1.3% | $147,005-28.8% | $77,671+34.8% |
| Participation rate | 87.7% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 18.41% | 56.77%-38.4pp | 418.76%-400.4pp | 31.21%-12.8pp |
| Employer contribution / active EE | $2,743 | $4,065-32.5% | $4,934-44.4% | $2,726+0.6% |
| Participant deferral / active EE | $12,333 | $7,992+54.3% | $8,070+52.8% | $4,648+165.4% |
| Admin fee / account holder | $200 | $338-40.9% | $13,006-98.5% | $430-53.6% |