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 |
|---|---|---|
JSC ADVISORS3+ years Filed as: JSC ADVISORS, LLC Service code 15 · EIN 26-3162577 | Recordkeeping | $24,727 |
Filed as: ALLOY, SILVERSTEIN, SHAPIRO Service code 15 · EIN 22-1942902 | Recordkeeping | $9,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,840 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $36,081 | $79,523-54.6% | $140,016-74.2% | $56,287-35.9% |
| Participation rate | 77.2% | 85.7%-8.5pp | 87.5%-10.3pp | 69.9%+7.4pp |
| Annual return | -6.87% | 2.39%-9.3pp | 651.12%-658.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $662 | $3,350-80.2% | $5,606-88.2% | $2,111-68.6% |
| Participant deferral / active EE | $2,780 | $5,129-45.8% | $6,927-59.9% | $3,350-17.0% |
| Admin fee / account holder | $324 | $614-47.3% | $10,705-97.0% | $521-37.9% |