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 |
|---|---|---|
SMITH LEONARD PLLC1 year Service code 15 · EIN 20-5907591 | Recordkeeping | $8,090 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,622 |
ADP BROKER-DEALER6 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 | $60,873 | $76,050-20.0% | $96,544-36.9% | $71,457-14.8% |
| Participation rate | 92.0% | 74.4%+17.6pp | 76.0%+16.0pp | 67.9%+24.1pp |
| Annual return | 23.59% | 22.81%+0.8pp | 25.84%-2.3pp | 28.85%-5.3pp |
| Employer contribution / active EE | $786 | $2,244-65.0% | $2,965-73.5% | $2,588-69.6% |
| Participant deferral / active EE | $3,591 | $4,215-14.8% | $4,851-26.0% | $4,289-16.3% |
| Admin fee / account holder | $50 | $2,707-98.2% | $8,252-99.4% | $1,587-96.8% |