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 | $23,323 |
SENTINEL PENSION ADVISORS6+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $17,317 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $91,977 | $54,590+68.5% | $81,930+12.3% | $73,488+25.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 12.97% | 17.74%-4.8pp | 29.49%-16.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $736 | $1,636-55.0% | $4,310-82.9% | $2,270-67.6% |
| Participant deferral / active EE | $5,427 | $2,759+96.7% | $7,107-23.6% | $3,740+45.1% |
| Admin fee / account holder | $220 | $592-62.9% | $5,158-95.7% | $513-57.2% |