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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,473 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HORNOR TOWNSEND & KENT INC2 years Filed as: HORNOR, TOWNSEND AND KENT, LLC Service code 49 600 DRESHER RD · TAMPA, FL 33609 | Other Services | $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 | $21,916 | $34,932-37.3% | $56,441-61.2% | $74,546-70.6% |
| Participation rate | 49.2% | 32.9%+16.3pp | 52.5%-3.3pp | 67.2%-18.0pp |
| Annual return | 14.85% | 24.90%-10.0pp | 1704.21%-1689.4pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $549 | $608-9.8% | $1,039-47.2% | $2,624-79.1% |
| Participant deferral / active EE | $1,995 | $1,173+70.1% | $1,953+2.2% | $4,347-54.1% |
| Admin fee / account holder | $125 | $2,359-94.7% | $2,829-95.6% | $1,944-93.6% |