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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 86-1109193 | Recordkeeping | $80,524 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,649 |
BAKER TILLY US, LLP1 year Service code 15 · EIN 30-1413443 | Recordkeeping | $5,582 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,319 | $66,098+107.8% | $101,794+34.9% | $74,304+84.8% |
| Participation rate | 68.7% | 53.8%+14.9pp | 69.2%-0.5pp | 60.3%+8.3pp |
| Annual return | 12.83% | 19.59%-6.8pp | 30.53%-17.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,940 | $2,781+41.7% | $4,084-3.5% | $3,767+4.6% |
| Admin fee / account holder | $416 | $4,146-90.0% | $8,777-95.3% | $2,969-86.0% |