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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $110,471 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,290 |
Filed as: LINC. MALACHIN & DENNIS, INC Service code 15 · EIN 34-1167670 | Recordkeeping | $5,700 |
ADP BROKER-DEALER6+ 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.
Employer contribution per participant 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 | $48,401 | $43,466+11.4% | $90,951-46.8% | $90,288-46.4% |
| Participation rate | 42.9% | 62.5%-19.6pp | 69.0%-26.1pp | 73.4%-30.5pp |
| Annual return | 15.25% | 25.26%-10.0pp | 134.60%-119.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $160 | $840-81.0% | $2,122-92.5% | $2,524-93.7% |
| Participant deferral / active EE | $3,131 | $2,138+46.5% | $3,373-7.2% | $4,232-26.0% |
| Admin fee / account holder | $111 | $92+21.3% | $5,959-98.1% | $114-2.3% |