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 |
|---|---|---|
JMR FINANCIAL GROUP, INC.9 years Service code 15 · EIN 92-1705114 | Recordkeeping | $76,337 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,086 |
ADP BROKER-DEALER4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,005 | $55,441-8.0% | $76,002-32.9% | $77,671-34.3% |
| Participation rate | 49.3% | 63.6%-14.4pp | 69.1%-19.8pp | 70.6%-21.3pp |
| Annual return | 13.87% | 17.08%-3.2pp | 360.07%-346.2pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,627 | $1,789-9.1% | $2,688-39.5% | $2,726-40.3% |
| Participant deferral / active EE | $3,692 | $3,451+7.0% | $4,257-13.3% | $4,648-20.6% |
| Admin fee / account holder | $301 | $407-26.0% | $6,414-95.3% | $430-30.1% |