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, RA5+ years Service code 15 · EIN 04-9422410 | Recordkeeping | $27,461 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,320 |
ADP BROKER-DEALER5+ 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 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 | $93,484 | $49,138+90.2% | $84,015+11.3% | $65,185+43.4% |
| Participation rate | 45.9% | 60.7%-14.9pp | 69.0%-23.1pp | 70.2%-24.3pp |
| Annual return | 17.37% | 23.00%-5.6pp | 71.31%-53.9pp | 29.38%-12.0pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,305 | $2,397+79.6% | $3,239+32.9% | $3,514+22.5% |
| Admin fee / account holder | $232 | $543-57.3% | $6,101-96.2% | $847-72.6% |