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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,003 |
MNGD ACCT SVCS INC DBA INVEST. SOLU2 years Service code 15 · EIN 65-0505084 | Recordkeeping | $7,471 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 15 · EIN 41-2016508 | Recordkeeping | $6,518 |
ADP BROKER-DEALER2 years Service code 63 · EIN 22-3319984 | 12b-1 Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,870 | $50,458-82.4% | $159,960-94.5% | $64,808-86.3% |
| Participation rate | 84.3% | 68.0%+16.2pp | 78.0%+6.3pp | 71.5%+12.8pp |
| Annual return | -18.28% | -13.42%-4.9pp | 408.60%-426.9pp | 32.82%-51.1pp |
| Employer contribution / active EE | $562 | $1,722-67.4% | $4,226-86.7% | $2,506-77.6% |
| Participant deferral / active EE | $2,494 | $4,004-37.7% | $6,182-59.7% | $4,310-42.1% |
| Admin fee / account holder | $117 | $706-83.5% | $8,698-98.7% | $188-37.9% |