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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $25,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,849 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,843 | $44,642+96.8% | $91,220-3.7% | $66,914+31.3% |
| Participation rate | 49.1% | 64.9%-15.8pp | 73.2%-24.1pp | 69.8%-20.7pp |
| Annual return | -21.18% | -12.29%-8.9pp | 114.01%-135.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $1,075 | $1,706-37.0% | $2,850-62.3% | $2,544-57.7% |
| Participant deferral / active EE | $1,959 | $3,349-41.5% | $4,234-53.7% | $4,237-53.8% |
| Admin fee / account holder | $140 | $521-73.1% | $5,420-97.4% | $593-76.3% |