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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,194 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $35,151 |
ARKADIOS CAPITAL1 year Filed as: ARKADIOS WEALTH ADVISORS, LLC Service code 15 · EIN 82-1659517 | Recordkeeping | $8,675 |
ADP BROKER-DEALER9+ 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 | $10,690 | $53,136-79.9% | $155,509-93.1% | $199,593-94.6% |
| Participation rate | 92.2% | 64.1%+28.1pp | 78.2%+14.0pp | 72.0%+20.2pp |
| Annual return | 21.86% | 41.15%-19.3pp | 64.67%-42.8pp | 34.25%-12.4pp |
| Employer contribution / active EE | $1,176 | $1,851-36.5% | $4,672-74.8% | $3,034-61.3% |
| Participant deferral / active EE | $2,209 | $3,161-30.1% | $5,626-60.7% | $5,087-56.6% |
| Admin fee / account holder | $56 | $185-69.9% | $15,912-99.6% | $269-79.2% |