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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,781 |
PINNACLE WEALTH ADVISORS3 years Service code 15 · EIN 93-1133012 | Recordkeeping | $22,060 |
ADP BROKER-DEALER3 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 | $34,430 | $84,487-59.2% | $125,339-72.5% | $66,914-48.5% |
| Participation rate | 97.1% | 76.4%+20.7pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -9.30% | -8.39%-0.9pp | 572.05%-581.4pp | 1.58%-10.9pp |
| Employer contribution / active EE | $4,217 | $3,553+18.7% | $4,814-12.4% | $2,544+65.8% |
| Participant deferral / active EE | $8,328 | $6,781+22.8% | $7,446+11.8% | $4,237+96.6% |
| Admin fee / account holder | $173 | $685-74.7% | $10,010-98.3% | $593-70.8% |