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 47-5476782 | Recordkeeping | $31,127 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,730 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $44,958 | $136,307-67.0% | $177,821-74.7% | $73,488-38.8% |
| Participation rate | 92.0% | 86.1%+5.9pp | 87.7%+4.3pp | 70.7%+21.3pp |
| Annual return | 17.84% | 18.68%-0.8pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $4,656 | $3,712+25.4% | $5,918-21.3% | $2,270+105.1% |
| Participant deferral / active EE | $7,370 | $5,829+26.4% | $7,714-4.5% | $3,740+97.1% |
| Admin fee / account holder | $144 | $596-75.8% | $12,427-98.8% | $513-72.0% |