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 9-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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $30,615 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,003 |
ADP BROKER-DEALER4 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 | $48,798 | $64,612-24.5% | $86,436-43.5% | $64,808-24.7% |
| Participation rate | 96.1% | 81.5%+14.6pp | 80.3%+15.8pp | 71.5%+24.6pp |
| Annual return | 35.36% | 0.66%+34.7pp | 4394.89%-4359.5pp | 32.82%+2.5pp |
| Employer contribution / active EE | $3,477 | $2,744+26.7% | $3,769-7.7% | $2,506+38.7% |
| Participant deferral / active EE | $10,997 | $7,497+46.7% | $6,952+58.2% | $4,310+155.1% |
| Admin fee / account holder | $91 | $169-46.4% | $6,731-98.7% | $188-51.7% |