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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $109,892 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $45,061 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $45,000 |
CASSELL PLAN AUDITS1+ years Filed as: CASSELL PLAN AUDITS, INC Service code 15 · EIN 46-2966358 | Recordkeeping | $7,000 |
ADP BROKER-DEALER2+ 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.
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 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 | $16,572 | $82,279-79.9% | $77,999-78.8% | $63,975-74.1% |
| Participation rate | 88.9% | 84.7%+4.3pp | 75.5%+13.4pp | 71.1%+17.8pp |
| Annual return | 9.09% | 11.20%-2.1pp | 425.96%-416.9pp | 48.65%-39.6pp |
| Employer contribution / active EE | $673 | $3,297-79.6% | $2,470-72.7% | $2,182-69.1% |
| Participant deferral / active EE | $1,878 | $4,538-58.6% | $3,497-46.3% | $3,356-44.1% |
| Admin fee / account holder | $113 | $81+39.2% | $5,480-97.9% | $70+60.8% |