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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,687 |
SMITH LEONARD PLLC2 years Service code 15 · EIN 20-5907591 | Recordkeeping | $5,000 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,608 | $88,890-37.4% | $102,423-45.7% | $77,643-28.4% |
| Participation rate | 92.6% | 80.9%+11.7pp | 76.5%+16.1pp | 70.6%+22.1pp |
| Annual return | 16.49% | 24.98%-8.5pp | 29.32%-12.8pp | 31.24%-14.8pp |
| Employer contribution / active EE | $779 | $2,698-71.1% | $3,023-74.2% | $2,726-71.4% |
| Participant deferral / active EE | $3,627 | $5,145-29.5% | $5,053-28.2% | $4,647-22.0% |
| Admin fee / account holder | $40 | $235-82.9% | $9,451-99.6% | $430-90.7% |