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 9-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,140 |
CETERA ADVISOR NETWORKS LLC5 years Service code 15 · EIN 95-3845382 | Recordkeeping | $14,349 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $12,651 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,811 | $50,127-84.4% | $149,673-94.8% | $80,160-90.3% |
| Participation rate | 90.7% | 64.3%+26.4pp | 78.8%+12.0pp | 72.9%+17.8pp |
| Annual return | 22.58% | 29.82%-7.2pp | 134.42%-111.8pp | 40.38%-17.8pp |
| Employer contribution / active EE | $1,478 | $1,865-20.7% | $4,818-69.3% | $2,978-50.4% |
| Participant deferral / active EE | $2,183 | $3,194-31.6% | $5,680-61.6% | $5,017-56.5% |
| Admin fee / account holder | $40 | $153-73.7% | $13,210-99.7% | $145-72.2% |