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 | $123,185 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,126 |
Service code 15 · EIN 43-0831507 | Recordkeeping | $16,000 |
ADP BROKER-DEALER7 years 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 | $111,271 | $82,978+34.1% | $129,995-14.4% | $71,457+55.7% |
| Participation rate | 97.2% | 74.1%+23.1pp | 78.5%+18.7pp | 67.9%+29.3pp |
| Annual return | 17.52% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,013 | $2,622+14.9% | $4,320-30.3% | $2,588+16.4% |
| Participant deferral / active EE | $4,299 | $4,432-3.0% | $5,820-26.1% | $4,289+0.2% |
| Admin fee / account holder | $232 | $1,729-86.6% | $10,614-97.8% | $1,587-85.4% |