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 9-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $758 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 49 600 CONGRESS AVE · AUSTIN, TX 78701 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $4,270 | $59,159-92.8% | $159,960-97.3% | $66,914-93.6% |
| Participation rate | 33.2% | 68.1%-35.0pp | 78.0%-44.8pp | 69.8%-36.6pp |
| Annual return | -16.79% | -12.26%-4.5pp | 408.60%-425.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $565 | $4,395-87.1% | $6,182-90.9% | $4,237-86.7% |
| Admin fee / account holder | $10 | $591-98.2% | $8,698-99.9% | $593-98.2% |