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 5-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,785 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $7,064 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | 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 | $31,903 | $102,382-68.8% | $147,005-78.3% | $80,874-60.6% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 20.74% | 134.89%-114.2pp | 418.76%-398.0pp | 35.62%-14.9pp |
| Employer contribution / active EE | $1,715 | $3,715-53.8% | $4,934-65.2% | $2,756-37.8% |
| Participant deferral / active EE | $9,420 | $6,646+41.7% | $8,070+16.7% | $4,297+119.2% |
| Admin fee / account holder | $123 | $7,942-98.5% | $13,006-99.1% | $6,935-98.2% |