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-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,622 |
Filed as: ONE RETIRMENT, LLC Service code 15 · EIN 45-4357540 | Recordkeeping | $17,487 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,375 | $46,100+2.8% | $86,590-45.3% | $69,631-32.0% |
| Participation rate | 66.4% | 67.2%-0.8pp | 73.5%-7.1pp | 70.7%-4.3pp |
| Annual return | 17.58% | 21.02%-3.4pp | 964.84%-947.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $810 | $1,850-56.2% | $2,839-71.5% | $2,032-60.1% |
| Participant deferral / active EE | $3,267 | $2,432+34.4% | $3,609-9.5% | $3,224+1.4% |
| Admin fee / account holder | $162 | $94+72.6% | $4,906-96.7% | $110+46.6% |