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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,299 |
VISIONPOINT ADVISORY GROUP2 years Filed as: VISION POINT ADVISORY GROUP, LLC Service code 15 · EIN 46-3329350 | Recordkeeping | $11,594 |
Filed as: ATHERTON & ASSOCIATES, LLP Service code 15 · EIN 94-1239084 | Recordkeeping | $11,220 |
ADP BROKER-DEALER3 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,465 | $56,503-79.7% | $70,092-83.6% | $64,808-82.3% |
| Participation rate | 55.3% | 70.5%-15.2pp | 70.5%-15.2pp | 71.5%-16.2pp |
| Annual return | -18.51% | -13.44%-5.1pp | 190.73%-209.2pp | 32.82%-51.3pp |
| Employer contribution / active EE | $740 | $2,046-63.9% | $2,559-71.1% | $2,506-70.5% |
| Participant deferral / active EE | $1,820 | $3,389-46.3% | $3,849-52.7% | $4,310-57.8% |
| Admin fee / account holder | $179 | $160+11.8% | $6,267-97.1% | $188-4.5% |