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 LLP4+ years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 15 · EIN 36-3168081 | Recordkeeping | $23,231 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,515 |
ADP BROKER-DEALER4+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,197 | $23,119+17.6% | $71,086-61.7% | $75,289-63.9% |
| Participation rate | 16.6% | 36.3%-19.7pp | 54.7%-38.0pp | 72.4%-55.8pp |
| Annual return | 0.83% | -3.32%+4.1pp | 650.59%-649.8pp | -0.04%+0.9pp |
| Employer contribution / active EE | $27 | $399-93.2% | $1,088-97.5% | $2,405-98.9% |
| Participant deferral / active EE | $425 | $960-55.8% | $1,874-77.3% | $3,739-88.6% |
| Admin fee / account holder | $77 | $89-14.1% | $3,082-97.5% | $102-24.9% |