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 |
|---|---|---|
CORIENT SERVICES LLC1 year Service code 15 · EIN 87-1993115 | Recordkeeping | $47,410 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,900 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $57,285 | $66,098-13.3% | $101,794-43.7% | $74,304-22.9% |
| Participation rate | 96.0% | 53.8%+42.3pp | 69.2%+26.8pp | 60.3%+35.7pp |
| Annual return | 16.73% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $820 | $1,082-24.2% | $2,289-64.2% | $2,241-63.4% |
| Participant deferral / active EE | $8,146 | $2,781+192.9% | $4,084+99.5% | $3,767+116.2% |
| Admin fee / account holder | $290 | $4,146-93.0% | $8,777-96.7% | $2,969-90.2% |