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 |
|---|---|---|
JAMES L. BALCH, CLU, CHFC, RA4+ years Service code 15 · EIN 04-9422410 | Recordkeeping | $28,285 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $640 |
ADP BROKER-DEALER4+ 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 | $70,013 | $42,548+64.6% | $74,550-6.1% | $56,287+24.4% |
| Participation rate | 44.6% | 60.5%-15.9pp | 69.1%-24.5pp | 69.9%-25.3pp |
| Annual return | -6.24% | 12.40%-18.6pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,067 | $2,277+34.7% | $3,108-1.3% | $3,350-8.4% |
| Admin fee / account holder | $194 | $467-58.4% | $5,060-96.2% | $521-62.7% |