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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,239 |
GOLDMAN SACHS5+ years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 15 · EIN 27-4981131 | Recordkeeping | $24,726 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,048 | $99,957-59.9% | $149,696-73.2% | $73,488-45.5% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.2pp | 70.7%+14.0pp |
| Annual return | 17.33% | 53.87%-36.5pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $694 | $3,191-78.3% | $4,644-85.1% | $2,270-69.4% |
| Participant deferral / active EE | $8,191 | $6,073+34.9% | $6,842+19.7% | $3,740+119.0% |
| Admin fee / account holder | $271 | $551-50.8% | $9,309-97.1% | $513-47.2% |