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 | $28,079 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $27,243 |
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 | $48,832 | $106,028-53.9% | $146,958-66.8% | $77,643-37.1% |
| Participation rate | 76.0% | 78.4%-2.4pp | 82.2%-6.1pp | 70.6%+5.4pp |
| Annual return | 17.09% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,735 | $4,063-57.3% | $4,933-64.8% | $2,726-36.4% |
| Participant deferral / active EE | $7,909 | $7,990-1.0% | $8,070-2.0% | $4,647+70.2% |
| Admin fee / account holder | $210 | $337-37.7% | $12,998-98.4% | $430-51.1% |