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 INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $34,128 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,538 |
ADP BROKER-DEALER5 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 | $61,138 | $89,282-31.5% | $94,646-35.4% | $74,419-17.8% |
| Participation rate | 96.6% | 82.4%+14.2pp | 80.8%+15.8pp | 70.7%+25.9pp |
| Annual return | 23.62% | 25.96%-2.3pp | 156.71%-133.1pp | 34.38%-10.8pp |
| Employer contribution / active EE | $3,371 | $3,022+11.5% | $3,672-8.2% | $2,637+27.8% |
| Participant deferral / active EE | $12,683 | $8,425+50.5% | $7,418+71.0% | $4,528+180.1% |
| Admin fee / account holder | $88 | $219-59.8% | $7,231-98.8% | $348-74.7% |