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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $63,262 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,310 |
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 | $67,076 | $84,487-20.6% | $125,339-46.5% | $66,914+0.2% |
| Participation rate | 86.6% | 76.4%+10.1pp | 82.4%+4.2pp | 69.8%+16.8pp |
| Annual return | -12.87% | -8.39%-4.5pp | 572.05%-584.9pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,163 | $3,553-39.1% | $4,814-55.1% | $2,544-15.0% |
| Participant deferral / active EE | $9,867 | $6,781+45.5% | $7,446+32.5% | $4,237+132.9% |
| Admin fee / account holder | $153 | $685-77.6% | $10,010-98.5% | $593-74.1% |