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 | $40,027 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,138 |
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 | $270,342 | $77,314+249.7% | $177,989+51.9% | $80,856+234.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.26% | 18.09%-5.8pp | 294.48%-282.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,280 | $2,292+43.1% | $3,949-16.9% | $2,755+19.1% |
| Participant deferral / active EE | $7,869 | $4,411+78.4% | $6,276+25.4% | $4,296+83.2% |
| Admin fee / account holder | $668 | $7,191-90.7% | $10,363-93.6% | $6,918-90.3% |