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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,311 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,817 |
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 | $43,368 | $65,435-33.7% | $86,677-50.0% | $66,914-35.2% |
| Participation rate | 92.0% | 75.5%+16.5pp | 76.6%+15.4pp | 69.8%+22.2pp |
| Annual return | -16.38% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $533 | $2,153-75.3% | $2,836-81.2% | $2,544-79.1% |
| Participant deferral / active EE | $3,330 | $4,100-18.8% | $4,656-28.5% | $4,237-21.4% |
| Admin fee / account holder | $133 | $642-79.2% | $7,493-98.2% | $593-77.5% |