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 39-2018056 | Recordkeeping | $79,998 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,213 | $70,669+273.9% | $169,368+56.0% | $75,163+251.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 15.13% | 36.36%-21.2pp | 405.60%-390.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,722 | $2,211+68.4% | $4,013-7.2% | $2,670+39.4% |
| Participant deferral / active EE | $8,334 | $4,311+93.3% | $6,221+34.0% | $4,125+102.0% |
| Admin fee / account holder | $652 | $5,402-87.9% | $9,003-92.8% | $5,651-88.5% |