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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,938 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
Filed as: WEALTH ADVISORY GROUP Service code 49 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Other Services | $0 |
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 | $23,579 | $185,342-87.3% | $111,297-78.8% | $86,799-72.8% |
| Participation rate | 93.4% | 81.0%+12.4pp | 77.3%+16.1pp | 72.3%+21.1pp |
| Annual return | 20.87% | 500.80%-479.9pp | 54.65%-33.8pp | 97.91%-77.0pp |
| Employer contribution / active EE | $1,441 | $2,246-35.9% | $2,731-47.2% | $2,405-40.1% |
| Participant deferral / active EE | $4,569 | $4,458+2.5% | $4,487+1.8% | $4,131+10.6% |
| Admin fee / account holder | $20 | $255-92.1% | $7,964-99.7% | $170-88.0% |