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 | $26,902 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $16,967 |
ADP BROKER-DEALER6 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.
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 | $38,919 | $73,360-46.9% | $177,989-78.1% | $74,495-47.8% |
| Participation rate | 64.2% | 66.6%-2.4pp | 77.1%-12.8pp | 67.2%-3.0pp |
| Annual return | 10.72% | 17.49%-6.8pp | 294.48%-283.8pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $662 | $2,216-70.2% | $3,949-83.2% | $2,623-74.8% |
| Participant deferral / active EE | $2,207 | $4,513-51.1% | $6,276-64.8% | $4,346-49.2% |
| Admin fee / account holder | $246 | $1,808-86.4% | $10,363-97.6% | $1,942-87.3% |