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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $197,607 |
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $24,000 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,710 | $37,317-57.9% | $77,024-79.6% | $77,904-79.8% |
| Participation rate | 53.8% | 46.9%+6.9pp | 67.9%-14.1pp | 73.7%-19.9pp |
| Annual return | -16.80% | -5.88%-10.9pp | 42.32%-59.1pp | 12.21%-29.0pp |
| Employer contribution / active EE | $1,322 | $1,218+8.5% | $2,812-53.0% | $2,848-53.6% |
| Participant deferral / active EE | $4,562 | $2,564+77.9% | $4,426+3.1% | $4,806-5.1% |
| Admin fee / account holder | $75 | $126-40.0% | $5,425-98.6% | $133-43.1% |