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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $838,357 |
FIDUCIENT ADVISORS LLC3+ years Filed as: FIDUCIENT ADVISORS Service code 15 · EIN 36-4001764 | Recordkeeping | $85,682 |
Service code 15 · EIN 57-0215445 | Recordkeeping | $51,453 |
WISS & COMPANY, LLP3+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $27,500 |
LONZA USA INC.1 year Service code 14 · EIN 85-3984443 | Plan Administrator | $16,782 |
AON CONSULTING1 year Filed as: AON Service code 17 · EIN 22-2232264 | Pension Consulting | $5,000 |
ADP BROKER-DEALER3+ 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 | $131,992 | $104,631+26.2% | $98,439+34.1% | $80,160+64.7% |
| Participation rate | 99.1% | 87.5%+11.5pp | 75.2%+23.9pp | 72.9%+26.1pp |
| Annual return | 18.81% | 34.72%-15.9pp | 21.16%-2.4pp | 40.38%-21.6pp |
| Employer contribution / active EE | $7,902 | $4,517+74.9% | $3,048+159.3% | $2,978+165.4% |
| Participant deferral / active EE | $10,130 | $6,545+54.8% | $4,738+113.8% | $5,017+101.9% |
| Admin fee / account holder | $69 | $105-34.5% | $8,948-99.2% | $145-52.6% |