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 |
|---|---|---|
Service code 15 · EIN 20-3168699 | Recordkeeping | $31,999 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,750 |
ADP BROKER-DEALER3+ 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 | $178,059 | $71,883+147.7% | $86,677+105.4% | $68,494+160.0% |
| Participation rate | 93.9% | 72.2%+21.6pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -13.40% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,122 | $2,173+89.7% | $2,836+45.3% | $2,596+58.8% |
| Participant deferral / active EE | $9,774 | $3,779+158.7% | $4,656+109.9% | $4,027+142.7% |
| Admin fee / account holder | $256 | $6,112-95.8% | $7,493-96.6% | $5,403-95.3% |