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 | $23,314 |
Filed as: AMERITAS INVESTMENT CORP Service code 15 · EIN 47-0663374 | Recordkeeping | $23,193 |
ADP BROKER-DEALER8 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,675 | $54,193-48.9% | $93,606-70.4% | $77,643-64.4% |
| Participation rate | 43.8% | 63.9%-20.1pp | 68.7%-24.9pp | 70.6%-26.7pp |
| Annual return | 13.45% | 30.54%-17.1pp | 133.20%-119.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,363 | $3,144-56.6% | $4,411-69.1% | $4,647-70.7% |
| Admin fee / account holder | $125 | $576-78.3% | $8,285-98.5% | $430-71.0% |