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 8-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,348 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $9,689 |
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 | $117,322 | $56,767+106.7% | $101,794+15.3% | $85,563+37.1% |
| Participation rate | 42.4% | 57.6%-15.1pp | 69.2%-26.7pp | 66.0%-23.5pp |
| Annual return | 15.62% | 17.76%-2.1pp | 30.53%-14.9pp | 31.51%-15.9pp |
| Employer contribution / active EE | $335 | $1,112-69.9% | $2,289-85.4% | $2,654-87.4% |
| Participant deferral / active EE | $4,229 | $2,720+55.5% | $4,084+3.5% | $4,375-3.4% |
| Admin fee / account holder | $119 | $1,098-89.1% | $8,777-98.6% | $834-85.7% |