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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69,755 |
USCA RIA LLC7 years Service code 15 · EIN 61-1687272 | Recordkeeping | $28,730 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $24,389 | $40,385-39.6% | $80,569-69.7% | $74,419-67.2% |
| Participation rate | 76.6% | 47.4%+29.2pp | 67.0%+9.6pp | 70.7%+5.9pp |
| Annual return | 19.80% | 164.85%-145.1pp | 935.43%-915.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,107 | $2,674+165.8% | $4,447+59.8% | $4,528+57.0% |
| Admin fee / account holder | $187 | $720-74.0% | $5,377-96.5% | $348-46.2% |