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 | $38,967+188.5% | $86,233+30.4% | $79,634+41.2% |
| Participation rate | 94.5% | 34.1%+60.4pp | 69.0%+25.4pp | 62.5%+32.0pp |
| Annual return | 14.89% | 49.90%-35.0pp | 61.39%-46.5pp | 36.46%-21.6pp |
| Employer contribution / active EE | $2,660 | $868+206.2% | $2,504+6.2% | $2,529+5.2% |
| Participant deferral / active EE | $8,823 | $1,663+430.7% | $4,559+93.5% | $3,835+130.1% |
| Admin fee / account holder | $71 | $2,660-97.3% | $8,342-99.2% | $1,002-92.9% |