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 |
|---|---|---|
5C CAPITAL MANAGEMENT, LLC2 years Service code 15 · EIN 81-2584069 | Recordkeeping | $31,519 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,665 |
ADP BROKER-DEALER2 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 | $36,743 | $104,475-64.8% | $159,436-77.0% | $79,386-53.7% |
| Participation rate | 88.9% | 76.6%+12.3pp | 82.8%+6.1pp | 70.7%+18.2pp |
| Annual return | 52.00% | 67.95%-16.0pp | 263.57%-211.6pp | 116.85%-64.9pp |
| Employer contribution / active EE | $3,754 | $3,417+9.9% | $4,829-22.3% | $2,427+54.7% |
| Participant deferral / active EE | $8,166 | $6,467+26.3% | $7,352+11.1% | $4,046+101.8% |
| Admin fee / account holder | $141 | $711-80.2% | $10,799-98.7% | $626-77.5% |