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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $760,533 |
FIDUCIENT ADVISORS LLC2+ years Filed as: FIDUCIENT ADVISORS Service code 15 · EIN 36-4001764 | Recordkeeping | $104,947 |
Service code 15 · EIN 57-0215445 | Recordkeeping | $42,062 |
WISS & COMPANY, LLP2+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $25,000 |
ADP BROKER-DEALER2+ 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 | $115,549 | $136,266-15.2% | $90,749+27.3% | $77,904+48.3% |
| Participation rate | 97.5% | 86.6%+10.9pp | 75.7%+21.8pp | 73.7%+23.9pp |
| Annual return | -13.94% | -11.32%-2.6pp | -12.16%-1.8pp | 12.21%-26.2pp |
| Employer contribution / active EE | $7,394 | $4,215+75.4% | $2,921+153.2% | $2,848+159.7% |
| Participant deferral / active EE | $9,327 | $6,353+46.8% | $4,564+104.3% | $4,806+94.1% |
| Admin fee / account holder | $63 | $399-84.3% | $8,445-99.3% | $133-52.7% |