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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,856 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $22,461 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,857 | $91,517-57.5% | $101,248-61.6% | $73,409-47.1% |
| Participation rate | 38.2% | 73.8%-35.5pp | 75.8%-37.6pp | 72.2%-33.9pp |
| Annual return | 30.57% | 17.17%+13.4pp | 46.47%-15.9pp | 59.29%-28.7pp |
| Employer contribution / active EE | $92 | $2,877-96.8% | $3,660-97.5% | $2,234-95.9% |
| Participant deferral / active EE | $2,058 | $3,338-38.3% | $4,370-52.9% | $3,805-45.9% |
| Admin fee / account holder | $291 | $216+35.0% | $5,945-95.1% | $158+84.6% |