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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,820 |
GOOD LIFE ADVISORS, LLC2 years Service code 15 · EIN 47-1058535 | Recordkeeping | $13,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,176 | $59,417-37.4% | $93,606-60.3% | $74,495-50.1% |
| Participation rate | 48.9% | 59.7%-10.8pp | 68.7%-19.9pp | 67.2%-18.3pp |
| Annual return | 21.84% | 81.83%-60.0pp | 133.20%-111.4pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,508 | $3,050-17.8% | $4,411-43.1% | $4,346-42.3% |
| Admin fee / account holder | $229 | $3,021-92.4% | $8,285-97.2% | $1,942-88.2% |