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 | $46,793 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,926 |
ADP BROKER-DEALER8+ 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 | $43,078 | $102,553-58.0% | $151,611-71.6% | $66,914-35.6% |
| Participation rate | 94.7% | 85.5%+9.2pp | 87.5%+7.2pp | 69.8%+24.9pp |
| Annual return | -11.76% | -10.82%-0.9pp | 3.33%-15.1pp | 1.58%-13.3pp |
| Employer contribution / active EE | $4,793 | $4,180+14.7% | $6,166-22.3% | $2,544+88.4% |
| Participant deferral / active EE | $8,020 | $6,641+20.8% | $8,363-4.1% | $4,237+89.3% |
| Admin fee / account holder | $164 | $630-73.9% | $11,616-98.6% | $593-72.3% |