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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,367 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $13,746 |
ADP BROKER-DEALER2+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,114 | $31,424-23.3% | $81,478-70.4% | $69,631-65.4% |
| Participation rate | 42.1% | 50.8%-8.7pp | 68.0%-25.8pp | 70.7%-28.6pp |
| Annual return | 16.71% | 22.44%-5.7pp | 38.78%-22.1pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $298 | $1,029-71.1% | $2,568-88.4% | $2,032-85.3% |
| Participant deferral / active EE | $1,635 | $1,838-11.1% | $3,537-53.8% | $3,224-49.3% |
| Admin fee / account holder | $181 | $103+76.1% | $4,561-96.0% | $110+63.5% |