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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,236 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 15 · EIN 22-1146430 | Recordkeeping | $42,708 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,512 | $106,028-76.9% | $146,958-83.3% | $77,643-68.4% |
| Participation rate | 75.7% | 78.4%-2.7pp | 82.2%-6.5pp | 70.6%+5.1pp |
| Annual return | 15.48% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,825 | $7,990-27.1% | $8,070-27.8% | $4,647+25.3% |
| Admin fee / account holder | $83 | $337-75.4% | $12,998-99.4% | $430-80.7% |