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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,165 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,497 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $94,937 | $82,978+14.4% | $129,995-27.0% | $71,457+32.9% |
| Participation rate | 98.6% | 74.1%+24.6pp | 78.5%+20.1pp | 67.9%+30.7pp |
| Annual return | 16.23% | 20.60%-4.4pp | -137.18%+153.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,027 | $2,622-22.7% | $4,320-53.1% | $2,588-21.7% |
| Participant deferral / active EE | $5,693 | $4,432+28.5% | $5,820-2.2% | $4,289+32.7% |
| Admin fee / account holder | $244 | $1,729-85.9% | $10,614-97.7% | $1,587-84.6% |