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 13-5674085 | Recordkeeping | $12,473 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,824 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,957 | $79,184-23.0% | $102,438-40.5% | $74,546-18.2% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 13.81% | 54.95%-41.1pp | 29.37%-15.6pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $465 | $2,362-80.3% | $3,024-84.6% | $2,624-82.3% |
| Participant deferral / active EE | $4,342 | $4,414-1.6% | $5,054-14.1% | $4,347-0.1% |
| Admin fee / account holder | $163 | $2,001-91.9% | $9,448-98.3% | $1,944-91.6% |