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 92-2678185 | Recordkeeping | $36,250 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,148 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,729 | $54,193-56.2% | $93,606-74.7% | $77,643-69.4% |
| Participation rate | 87.8% | 63.9%+23.9pp | 68.7%+19.1pp | 70.6%+17.2pp |
| Annual return | 11.63% | 30.54%-18.9pp | 133.20%-121.6pp | 31.24%-19.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,484 | $3,144+74.4% | $4,411+24.3% | $4,647+18.0% |
| Admin fee / account holder | $106 | $576-81.5% | $8,285-98.7% | $430-75.3% |