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-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,372 | $57,281+12.4% | $86,612-25.7% | $75,163-14.4% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 9.60% | 2670.75%-2661.1pp | 591.07%-581.5pp | 160.62%-151.0pp |
| Employer contribution / active EE | $3,119 | $2,314+34.8% | $3,022+3.2% | $2,670+16.8% |
| Participant deferral / active EE | $8,927 | $3,318+169.1% | $4,438+101.2% | $4,125+116.4% |
| Admin fee / account holder | $4 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |