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 52 · EIN 13-5674085 | Indirect Investment Fees | $136,105 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,167 |
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 | $74,124 | $71,142+4.2% | $119,609-38.0% | $64,808+14.4% |
| Participation rate | 95.9% | 78.6%+17.3pp | 79.3%+16.6pp | 71.5%+24.4pp |
| Annual return | -17.00% | -10.01%-7.0pp | -14.97%-2.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,558 | $2,497-37.6% | $4,232-63.2% | $2,506-37.8% |
| Participant deferral / active EE | $4,287 | $4,490-4.5% | $5,602-23.5% | $4,310-0.5% |
| Admin fee / account holder | $127 | $162-21.8% | $10,323-98.8% | $188-32.5% |