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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,393 |
USCA RIA LLC8 years Service code 15 · EIN 61-1687272 | Recordkeeping | $34,841 |
ADP BROKER-DEALER10+ 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 | $31,966 | $45,031-29.0% | $84,966-62.4% | $77,643-58.8% |
| Participation rate | 79.5% | 48.7%+30.8pp | 67.5%+12.0pp | 70.6%+9.0pp |
| Annual return | 14.83% | 79.22%-64.4pp | 66.38%-51.6pp | 31.24%-16.4pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,425 | $2,807+200.1% | $4,519+86.4% | $4,647+81.3% |
| Admin fee / account holder | $161 | $912-82.3% | $6,149-97.4% | $430-62.6% |