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 3-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 |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT3+ years Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $113,192 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $93,934 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,474 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,580 | $145,877-45.4% | $150,045-47.0% | $102,872-22.6% |
| Participation rate | 95.5% | 79.8%+15.7pp | 82.3%+13.2pp | 73.0%+22.5pp |
| Annual return | 23.02% | 21.37%+1.6pp | 62.55%-39.5pp | 19.06%+4.0pp |
| Employer contribution / active EE | $7,659 | $4,710+62.6% | $4,693+63.2% | $3,526+117.2% |
| Participant deferral / active EE | $11,789 | $9,491+24.2% | $7,997+47.4% | $5,535+113.0% |
| Admin fee / account holder | $204 | $176+16.2% | $13,435-98.5% | $292-30.1% |