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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,357 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $21,931 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,843 | $54,193-65.2% | $93,606-79.9% | $77,643-75.7% |
| Participation rate | 77.5% | 63.9%+13.5pp | 68.7%+8.8pp | 70.6%+6.9pp |
| Annual return | 15.24% | 30.54%-15.3pp | 133.20%-118.0pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,755 | $1,168+50.3% | $2,420-27.5% | $2,726-35.6% |
| Participant deferral / active EE | $4,181 | $3,144+33.0% | $4,411-5.2% | $4,647-10.0% |
| Admin fee / account holder | $105 | $576-81.8% | $8,285-98.7% | $430-75.7% |