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 8-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 |
|---|---|---|
Service code 15 · EIN 82-4032689 23046 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Recordkeeping | $10,725 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,144 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,860 |
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 | $27,061 | $51,197-47.1% | $82,719-67.3% | $66,914-59.6% |
| Participation rate | 99.5% | 67.8%+31.7pp | 72.6%+26.9pp | 69.8%+29.7pp |
| Annual return | -12.71% | -9.64%-3.1pp | 701.18%-713.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,148 | $2,611-17.7% | $3,009-28.6% | $2,544-15.6% |
| Participant deferral / active EE | $4,984 | $3,458+44.1% | $4,395+13.4% | $4,237+17.6% |
| Admin fee / account holder | $113 | $416-72.8% | $5,329-97.9% | $593-80.9% |