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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $943,701 |
FIDUCIENT ADVISORS LLC4+ years Filed as: FIDUCIENT ADVISORS Service code 15 · EIN 36-4001764 | Recordkeeping | $109,994 |
WISS & COMPANY, LLP4+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $30,000 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $160,515 | $152,281+5.4% | $106,213+51.1% | $99,062+62.0% |
| Participation rate | 97.4% | 92.2%+5.2pp | 75.3%+22.2pp | 71.6%+25.8pp |
| Annual return | 26.76% | 15.00%+11.8pp | 116.14%-89.4pp | 17.66%+9.1pp |
| Employer contribution / active EE | $8,940 | $5,348+67.1% | $3,171+181.9% | $3,262+174.1% |
| Participant deferral / active EE | $10,123 | $8,206+23.4% | $5,016+101.8% | $5,331+89.9% |
| Admin fee / account holder | $71 | $77-7.9% | $11,033-99.4% | $109-34.5% |