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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $225,181 |
VALMARK ADVISERS INC3 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 | $21,064 | $40,278-47.7% | $80,569-73.9% | $80,160-73.7% |
| Participation rate | 63.3% | 47.5%+15.8pp | 67.0%-3.7pp | 72.9%-9.6pp |
| Annual return | 24.58% | 50.86%-26.3pp | 935.43%-910.9pp | 40.38%-15.8pp |
| Employer contribution / active EE | $1,530 | $1,332+14.8% | $2,723-43.8% | $2,978-48.6% |
| Participant deferral / active EE | $5,317 | $2,696+97.2% | $4,447+19.5% | $5,017+6.0% |
| Admin fee / account holder | $77 | $210-63.3% | $5,377-98.6% | $145-46.8% |