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 |
|---|---|---|
WELLINGTON CONSULTING SERVICES, INC10+ years Service code 15 · EIN 54-1620949 | Recordkeeping | $31,570 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,009 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,454 | $45,031-47.9% | $84,966-72.4% | $77,643-69.8% |
| Participation rate | 40.1% | 48.7%-8.6pp | 67.5%-27.4pp | 70.6%-30.5pp |
| Annual return | 32.64% | 79.22%-46.6pp | 66.38%-33.7pp | 31.24%+1.4pp |
| Employer contribution / active EE | $863 | $1,609-46.4% | $2,727-68.4% | $2,726-68.3% |
| Participant deferral / active EE | $3,008 | $2,807+7.2% | $4,519-33.4% | $4,647-35.3% |
| Admin fee / account holder | $118 | $912-87.0% | $6,149-98.1% | $430-72.6% |