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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,239 |
Filed as: ONE RETIRMENT, LLC Service code 15 · EIN 45-4357540 | Recordkeeping | $17,512 |
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 | $58,841 | $52,670+11.7% | $90,404-34.9% | $73,409-19.8% |
| Participation rate | 69.0% | 67.7%+1.3pp | 72.7%-3.7pp | 72.2%-3.2pp |
| Annual return | 15.28% | 20.70%-5.4pp | 1293.02%-1277.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $921 | $1,872-50.8% | $3,262-71.8% | $2,234-58.8% |
| Participant deferral / active EE | $3,807 | $2,807+35.6% | $3,963-3.9% | $3,8050% |
| Admin fee / account holder | $114 | $117-2.6% | $5,611-98.0% | $158-28.0% |