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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,568 |
MCHENRY ADVISERS, INC.1 year Filed as: MCHENRY ADVISERS, INC Service code 16 · EIN 20-4243624 | Consulting | $30,600 |
GRAY ROBINSON1 year Filed as: GRAY ROBINSON ATTORNEY AT LAW Service code 15 · EIN 59-1300132 | Recordkeeping | $8,000 |
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 | $207,090 | $50,815+307.5% | $155,509+33.2% | $77,643+166.7% |
| Participation rate | 80.1% | 63.1%+17.0pp | 78.2%+2.0pp | 70.6%+9.6pp |
| Annual return | 16.35% | 34.80%-18.5pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $7,378 | $1,993+270.3% | $4,672+57.9% | $2,726+170.7% |
| Participant deferral / active EE | $4,637 | $2,822+64.3% | $5,626-17.6% | $4,647-0.2% |
| Admin fee / account holder | $155 | $437-64.5% | $15,912-99.0% | $430-63.9% |