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 9-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,856 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $15,000 |
CLARK, SCHAEFER, HACKETT & CO.9+ years Filed as: CLARK, SCHAEFER HACKETT & COMPANY Service code 15 · EIN 31-0800053 | Recordkeeping | $15,000 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,590 | $56,767+107.1% | $101,794+15.5% | $85,563+37.4% |
| Participation rate | 57.2% | 57.6%-0.3pp | 69.2%-11.9pp | 66.0%-8.7pp |
| Annual return | 12.97% | 17.76%-4.8pp | 30.53%-17.6pp | 31.51%-18.5pp |
| Employer contribution / active EE | $1,127 | $1,112+1.3% | $2,289-50.8% | $2,654-57.5% |
| Participant deferral / active EE | $5,134 | $2,720+88.7% | $4,084+25.7% | $4,375+17.3% |
| Admin fee / account holder | $209 | $1,098-81.0% | $8,777-97.6% | $834-74.9% |