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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $148,826 |
VISIONPOINT ADVISORY GROUP2 years Filed as: VISION POINT ADVISORY GROUP, LLC Service code 15 · EIN 46-3329350 | Recordkeeping | $18,288 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $6,324 | $26,114-75.8% | $58,482-89.2% | $74,419-91.5% |
| Participation rate | 87.5% | 32.1%+55.4pp | 50.9%+36.6pp | 70.7%+16.8pp |
| Annual return | 17.02% | 32.51%-15.5pp | 4239.32%-4222.3pp | 34.38%-17.4pp |
| Employer contribution / active EE | $685 | $536+27.9% | $1,053-35.0% | $2,637-74.0% |
| Participant deferral / active EE | $1,751 | $1,075+62.9% | $1,924-9.0% | $4,528-61.3% |
| Admin fee / account holder | $140 | $649-78.4% | $2,516-94.4% | $348-59.7% |