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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $44,643 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,342 |
ADP BROKER-DEALER4 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 | $66,265 | $61,156+8.4% | $185,823-64.3% | $79,386-16.5% |
| Participation rate | 95.0% | 66.6%+28.4pp | 81.7%+13.3pp | 70.7%+24.3pp |
| Annual return | 16.79% | 19.45%-2.7pp | 122.05%-105.3pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,631 | $2,321-29.7% | $5,167-68.4% | $2,427-32.8% |
| Participant deferral / active EE | $6,408 | $2,789+129.8% | $5,568+15.1% | $4,046+58.4% |
| Admin fee / account holder | $141 | $710-80.1% | $16,237-99.1% | $626-77.4% |