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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,452 |
USCA RIA LLC6 years Service code 15 · EIN 61-1687272 | Recordkeeping | $29,069 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,080 | $34,677-42.1% | $77,024-73.9% | $64,808-69.0% |
| Participation rate | 76.8% | 49.8%+27.0pp | 67.9%+8.9pp | 71.5%+5.3pp |
| Annual return | -18.73% | -5.33%-13.4pp | 42.32%-61.0pp | 32.82%-51.6pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,811 | $2,556+127.3% | $4,426+31.3% | $4,310+34.8% |
| Admin fee / account holder | $192 | $179+7.4% | $5,425-96.5% | $188+2.1% |