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 3-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $245,086 |
ONE DEGREE ADVISORS3+ years Filed as: ONE DEGREE ADVISORS, INC. Service code 15 · EIN 33-0940439 | Recordkeeping | $69,501 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $99 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,929 | $122,186-7.6% | $146,958-23.2% | $199,593-43.4% |
| Participation rate | 90.6% | 78.3%+12.3pp | 82.2%+8.4pp | 72.0%+18.6pp |
| Annual return | 26.55% | 30.56%-4.0pp | 418.34%-391.8pp | 34.25%-7.7pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $7,714 | $8,502-9.3% | $8,070-4.4% | $5,087+51.6% |
| Admin fee / account holder | $93 | $179-47.9% | $12,998-99.3% | $269-65.4% |