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 | $39,778 |
DESCHUTES INVESTMENT CONSULTING10+ years Service code 15 · EIN 27-3525757 | Recordkeeping | $24,242 |
ADP BROKER-DEALER10+ 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 | $20,164 | $34,934-42.3% | $56,411-64.3% | $74,495-72.9% |
| Participation rate | 96.2% | 32.8%+63.4pp | 52.5%+43.8pp | 67.2%+29.0pp |
| Annual return | 13.91% | 25.94%-12.0pp | 1701.33%-1687.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $514 | $609-15.5% | $1,039-50.5% | $2,623-80.4% |
| Participant deferral / active EE | $2,686 | $1,170+129.5% | $1,952+37.6% | $4,346-38.2% |
| Admin fee / account holder | $184 | $2,364-92.2% | $2,829-93.5% | $1,942-90.5% |