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 9-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,331 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 POBOX 2239 · FTWAYNE, IN 46802 | Other Services | $0 |
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 | $21,459 | $52,293-59.0% | $178,490-88.0% | $73,409-70.8% |
| Participation rate | 95.6% | 65.3%+30.3pp | 81.9%+13.7pp | 72.2%+23.4pp |
| Annual return | 15.51% | 34.75%-19.2pp | 151.07%-135.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $292 | $1,735-83.2% | $5,011-94.2% | $2,234-86.9% |
| Participant deferral / active EE | $2,035 | $2,332-12.8% | $5,202-60.9% | $3,805-46.5% |
| Admin fee / account holder | $22 | $127-82.7% | $13,984-99.8% | $158-86.1% |