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-DEALER8+ 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 | $41,402 | $63,442-34.7% | $68,791-39.8% | $66,914-38.1% |
| Participation rate | 39.2% | 60.0%-20.7pp | 69.0%-29.8pp | 69.8%-30.6pp |
| Annual return | -21.91% | -8.29%-13.6pp | -6.38%-15.5pp | 1.58%-23.5pp |
| Employer contribution / active EE | $1,067 | $1,775-39.9% | $2,655-59.8% | $2,544-58.0% |
| Participant deferral / active EE | $2,448 | $2,945-16.8% | $3,941-37.9% | $4,237-42.2% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |