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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,394 |
COHNREZNICK LLP1 year Service code 15 · EIN 33-4144829 | Recordkeeping | $18,375 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,064 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $112,412 | $42,886+162.1% | $88,946+26.4% | $85,563+31.4% |
| Participation rate | 94.5% | 37.9%+56.6pp | 68.8%+25.6pp | 66.0%+28.5pp |
| Annual return | 14.89% | 44.56%-29.7pp | 57.82%-42.9pp | 31.51%-16.6pp |
| Employer contribution / active EE | $2,660 | $1,147+131.9% | $2,555+4.1% | $2,654+0.2% |
| Participant deferral / active EE | $8,823 | $2,108+318.6% | $4,581+92.6% | $4,375+101.7% |
| Admin fee / account holder | $71 | $2,263-96.9% | $8,261-99.1% | $834-91.5% |