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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,469 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 15 · EIN 02-0580939 | Recordkeeping | $12,469 |
ADP BROKER-DEALER5 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.
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 | $91,620 | $102,382-10.5% | $147,005-37.7% | $80,874+13.3% |
| Participation rate | 58.9% | 75.8%-16.9pp | 82.2%-23.3pp | 67.6%-8.7pp |
| Annual return | 14.95% | 134.89%-119.9pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,365 | $6,646-34.3% | $8,070-45.9% | $4,297+1.6% |
| Admin fee / account holder | $274 | $7,942-96.5% | $13,006-97.9% | $6,935-96.0% |