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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,600 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 12325 PORT GRACE BLVD · ORANGEBURG, SC 29118 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,921 | $84,487-65.8% | $125,339-76.9% | $66,914-56.8% |
| Participation rate | 54.8% | 76.4%-21.6pp | 82.4%-27.6pp | 69.8%-15.0pp |
| Annual return | -15.82% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,662 | $3,553-53.2% | $4,814-65.5% | $2,544-34.7% |
| Participant deferral / active EE | $4,541 | $6,781-33.0% | $7,446-39.0% | $4,237+7.2% |
| Admin fee / account holder | $113 | $685-83.6% | $10,010-98.9% | $593-81.0% |