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 PLLC3 years Service code 15 · EIN 20-5907591 | Recordkeeping | $10,162 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,026 |
ADP BROKER-DEALER8 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 | $62,463 | $98,727-36.7% | $113,168-44.8% | $85,563-27.0% |
| Participation rate | 92.8% | 80.8%+11.9pp | 76.6%+16.2pp | 66.0%+26.8pp |
| Annual return | 15.67% | 17.43%-1.8pp | 24.27%-8.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $860 | $2,907-70.4% | $2,975-71.1% | $2,654-67.6% |
| Participant deferral / active EE | $4,156 | $5,424-23.4% | $5,107-18.6% | $4,375-5.0% |
| Admin fee / account holder | $64 | $357-82.1% | $12,068-99.5% | $834-92.4% |