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 15 · EIN 84-3573756 | Recordkeeping | $15,568 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,251 |
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 | $63,233 | $101,724-37.8% | $164,813-61.6% | $80,856-21.8% |
| Participation rate | 81.5% | 71.8%+9.7pp | 78.6%+2.9pp | 67.6%+13.8pp |
| Annual return | 13.10% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,221 | $2,953-58.7% | $4,341-71.9% | $2,755-55.7% |
| Participant deferral / active EE | $3,876 | $4,477-13.4% | $6,031-35.7% | $4,296-9.8% |
| Admin fee / account holder | $128 | $8,227-98.4% | $12,690-99.0% | $6,918-98.1% |