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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $133,680 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,139 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER & DEETER Service code 15 · EIN 58-1433845 | Recordkeeping | $22,000 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,206 | $45,031-55.1% | $84,966-76.2% | $77,643-74.0% |
| Participation rate | 18.6% | 48.7%-30.1pp | 67.5%-48.9pp | 70.6%-52.0pp |
| Annual return | 17.71% | 79.22%-61.5pp | 66.38%-48.7pp | 31.24%-13.5pp |
| Employer contribution / active EE | $8 | $1,609-99.5% | $2,727-99.7% | $2,726-99.7% |
| Participant deferral / active EE | $2,409 | $2,807-14.2% | $4,519-46.7% | $4,647-48.2% |
| Admin fee / account holder | $124 | $912-86.4% | $6,149-98.0% | $430-71.1% |