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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,192 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $28,503 |
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 | $31,321 | $91,517-65.8% | $101,248-69.1% | $73,409-57.3% |
| Participation rate | 58.4% | 73.8%-15.4pp | 75.8%-17.4pp | 72.2%-13.8pp |
| Annual return | 25.49% | 17.17%+8.3pp | 46.47%-21.0pp | 59.29%-33.8pp |
| Employer contribution / active EE | $2,018 | $2,877-29.9% | $3,660-44.9% | $2,234-9.7% |
| Participant deferral / active EE | $4,085 | $3,338+22.3% | $4,370-6.5% | $3,805+7.3% |
| Admin fee / account holder | $146 | $216-32.5% | $5,945-97.5% | $158-7.7% |