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 8-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 |
|---|---|---|
401K ADVISORS INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $70,964 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,367 |
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 | $40,372 | $95,918-57.9% | $151,611-73.4% | $77,904-48.2% |
| Participation rate | 66.9% | 88.7%-21.8pp | 87.5%-20.6pp | 73.7%-6.8pp |
| Annual return | -14.05% | -5.50%-8.6pp | 3.33%-17.4pp | 12.21%-26.3pp |
| Employer contribution / active EE | $2,425 | $4,330-44.0% | $6,166-60.7% | $2,848-14.8% |
| Participant deferral / active EE | $6,859 | $7,508-8.6% | $8,363-18.0% | $4,806+42.7% |
| Admin fee / account holder | $108 | $93+16.1% | $11,616-99.1% | $133-18.3% |