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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,543 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $45,890 |
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 | $33,780 | $78,275-56.8% | $109,143-69.0% | $86,799-61.1% |
| Participation rate | 57.9% | 73.8%-15.9pp | 75.9%-17.9pp | 72.3%-14.4pp |
| Annual return | 26.21% | 19.14%+7.1pp | 25.75%+0.5pp | 97.91%-71.7pp |
| Employer contribution / active EE | $1,326 | $3,105-57.3% | $3,722-64.4% | $2,405-44.9% |
| Participant deferral / active EE | $4,249 | $3,641+16.7% | $4,653-8.7% | $4,131+2.9% |
| Admin fee / account holder | $174 | $198-12.6% | $6,752-97.4% | $170+2.3% |