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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,585 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
KOVACK SECURITIES INC8+ years Filed as: KOVACK SECURITIES, INC Service code 49 6451 NORTH FEDERAL HIGHWAY · FORT LAUDERDALE, FL 33308 | Other Services | $0 |
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 | $18,882 | $84,402-77.6% | $61,373-69.2% | $134,475-86.0% |
| Participation rate | 95.0% | 62.2%+32.8pp | 52.6%+42.4pp | 81.2%+13.8pp |
| Annual return | -12.84% | 584.55%-597.4pp | 338.61%-351.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $418 | $1,544-73.0% | $1,159-64.0% | $4,740-91.2% |
| Participant deferral / active EE | $5,319 | $2,819+88.7% | $2,125+150.3% | $6,400-16.9% |
| Admin fee / account holder | $79 | $2,585-96.9% | $2,130-96.3% | $11,426-99.3% |