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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,979 |
SENTINEL PENSION ADVISORS8+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $21,406 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $86,967 | $50,199+73.2% | $70,092+24.1% | $66,914+30.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -12.33% | -13.85%+1.5pp | 190.73%-203.1pp | 1.58%-13.9pp |
| Employer contribution / active EE | $743 | $1,864-60.2% | $2,559-71.0% | $2,544-70.8% |
| Participant deferral / active EE | $7,013 | $3,112+125.3% | $3,849+82.2% | $4,237+65.5% |
| Admin fee / account holder | $222 | $600-62.9% | $6,267-96.4% | $593-62.5% |