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 4-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 82-5320133 | Recordkeeping | $41,002 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,468 |
Annual investment return 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 | $47,978 | $62,624-23.4% | $177,989-73.0% | $77,643-38.2% |
| Participation rate | 92.1% | 66.8%+25.3pp | 77.1%+15.1pp | 70.6%+21.6pp |
| Annual return | 10.27% | 16.16%-5.9pp | 294.48%-284.2pp | 31.24%-21.0pp |
| Employer contribution / active EE | $607 | $1,909-68.2% | $3,949-84.6% | $2,726-77.7% |
| Participant deferral / active EE | $4,670 | $4,219+10.7% | $6,276-25.6% | $4,647+0.5% |
| Admin fee / account holder | $198 | $386-48.6% | $10,363-98.1% | $430-53.9% |