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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,367 |
Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 15 · EIN 68-0524298 | Recordkeeping | $23,501 |
Annual investment return 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 | $40,490 | $87,125-53.5% | $108,410-62.7% | $86,799-53.4% |
| Participation rate | 90.6% | 80.5%+10.1pp | 80.1%+10.5pp | 72.3%+18.4pp |
| Annual return | 13.39% | 25.21%-11.8pp | 905.27%-891.9pp | 97.91%-84.5pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,352 | $6,944-22.9% | $6,563-18.5% | $4,131+29.5% |
| Admin fee / account holder | $168 | $130+29.0% | $7,295-97.7% | $170-0.9% |