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 |
|---|---|---|
Service code 15 · EIN 41-0721734 | Recordkeeping | $16,698 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $12,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,580 |
ADP BROKER-DEALER5+ 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 | $76,426 | $60,795+25.7% | $69,455+10.0% | $65,185+17.2% |
| Participation rate | 61.2% | 74.9%-13.7pp | 74.6%-13.5pp | 70.2%-9.0pp |
| Annual return | 21.71% | 17.46%+4.3pp | 28.97%-7.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $365 | $2,452-85.1% | $2,779-86.9% | $2,177-83.2% |
| Participant deferral / active EE | $3,787 | $3,162+19.8% | $3,535+7.1% | $3,514+7.8% |
| Admin fee / account holder | $266 | $314-15.3% | $3,839-93.1% | $847-68.6% |