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 |
|---|---|---|
Service code 15 · EIN 92-2678185 | Recordkeeping | $48,290 |
401K ADVISORS INC5 years Service code 15 · EIN 33-0905143 | Recordkeeping | $41,139 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,593 |
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 | $50,974 | $112,686-54.8% | $169,993-70.0% | $80,160-36.4% |
| Participation rate | 68.9% | 87.4%-18.5pp | 87.0%-18.1pp | 72.9%-4.0pp |
| Annual return | 24.80% | 67.04%-42.2pp | 53.37%-28.6pp | 40.38%-15.6pp |
| Employer contribution / active EE | $1,904 | $4,481-57.5% | $6,785-71.9% | $2,978-36.1% |
| Participant deferral / active EE | $5,604 | $7,876-28.8% | $10,408-46.2% | $5,017+11.7% |
| Admin fee / account holder | $112 | $99+13.1% | $12,815-99.1% | $145-22.7% |