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 10-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $205,749 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $163,181 |
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 | $31,949 | $48,698-34.4% | $93,606-65.9% | $199,593-84.0% |
| Participation rate | 75.6% | 63.5%+12.1pp | 68.7%+6.9pp | 72.0%+3.7pp |
| Annual return | 15.28% | 15.34%-0.1pp | 133.20%-117.9pp | 34.25%-19.0pp |
| Employer contribution / active EE | $579 | $1,135-49.0% | $2,420-76.1% | $3,034-80.9% |
| Participant deferral / active EE | $4,200 | $2,817+49.1% | $4,411-4.8% | $5,087-17.4% |
| Admin fee / account holder | $153 | $195-21.8% | $8,285-98.2% | $269-43.2% |