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 | $81,696 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $55,917 |
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 | $31,018 | $76,774-59.6% | $112,228-72.4% | $77,904-60.2% |
| Participation rate | 59.2% | 80.2%-21.0pp | 75.1%-15.9pp | 73.7%-14.5pp |
| Annual return | -15.27% | -10.25%-5.0pp | 27.45%-42.7pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,270 | $3,977-68.1% | $3,635-65.0% | $2,848-55.4% |
| Participant deferral / active EE | $4,548 | $3,778+20.4% | $4,728-3.8% | $4,806-5.4% |
| Admin fee / account holder | $173 | $239-27.7% | $6,410-97.3% | $133+30.3% |