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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,659 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,950 | $42,886-34.8% | $88,946-68.6% | $85,563-67.3% |
| Participation rate | 49.2% | 37.9%+11.3pp | 68.8%-19.7pp | 66.0%-16.8pp |
| Annual return | 17.50% | 44.56%-27.1pp | 57.82%-40.3pp | 31.51%-14.0pp |
| Employer contribution / active EE | $733 | $1,147-36.1% | $2,555-71.3% | $2,654-72.4% |
| Participant deferral / active EE | $5,173 | $2,108+145.4% | $4,581+12.9% | $4,375+18.2% |
| Admin fee / account holder | $42 | $2,263-98.2% | $8,261-99.5% | $834-95.0% |