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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,623 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $14,921 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,843 | $66,601-62.7% | $92,893-73.3% | $67,579-63.2% |
| Participation rate | 56.2% | 72.5%-16.3pp | 76.0%-19.9pp | 71.3%-15.1pp |
| Annual return | 25.22% | 92.58%-67.4pp | 109.41%-84.2pp | 378.56%-353.3pp |
| Employer contribution / active EE | $675 | $2,775-75.7% | $3,653-81.5% | $2,148-68.6% |
| Participant deferral / active EE | $3,282 | $3,157+4.0% | $4,236-22.5% | $3,539-7.3% |
| Admin fee / account holder | $115 | $199-42.0% | $5,794-98.0% | $142-19.0% |