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 |
|---|---|---|
SIKICH LLP3+ years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 15 · EIN 36-3168081 | Recordkeeping | $20,544 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,140 |
ADP BROKER-DEALER3+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,428 | $25,165+28.9% | $73,545-55.9% | $77,958-58.4% |
| Participation rate | 14.9% | 36.6%-21.7pp | 54.9%-40.0pp | 71.6%-56.7pp |
| Annual return | 18.99% | 18.12%+0.9pp | -15.16%+34.2pp | 20.87%-1.9pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $454 | $898-49.4% | $1,806-74.8% | $3,537-87.2% |
| Admin fee / account holder | $84 | $76+11.3% | $2,320-96.4% | $97-13.4% |