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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,600 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPIRSE FINANCIAL Service code 49 4000 PONCE DE LEON BLVD · CORAL GABLES, FL 33146 | Other Services | $0 |
BDO USA, LLP1 year Filed as: BDO Service code 10 725 NE MIZNER BLVD · BOCA RATON, FL 33432 | Accounting | $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 | $39,653 | $86,655-54.2% | $119,609-66.8% | $66,914-40.7% |
| Participation rate | 59.8% | 75.6%-15.8pp | 79.3%-19.5pp | 69.8%-10.0pp |
| Annual return | -13.22% | -8.00%-5.2pp | -14.97%+1.8pp | 1.58%-14.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,742 | $4,358+31.8% | $5,602+2.5% | $4,237+35.5% |
| Admin fee / account holder | $10 | $755-98.7% | $10,323-99.9% | $593-98.4% |