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 9-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,214 |
EXOS WEALTH STRATEGIES, LLC2 years Service code 15 · EIN 85-1541267 | Recordkeeping | $36,480 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $20,805 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,052 | $52,660-58.1% | $86,612-74.5% | $80,160-72.5% |
| Participation rate | 32.9% | 62.4%-29.6pp | 71.7%-38.8pp | 72.9%-40.1pp |
| Annual return | 16.01% | 24.87%-8.9pp | 591.07%-575.1pp | 40.38%-24.4pp |
| Employer contribution / active EE | $806 | $2,140-62.3% | $3,022-73.3% | $2,978-72.9% |
| Participant deferral / active EE | $2,263 | $3,215-29.6% | $4,438-49.0% | $5,017-54.9% |
| Admin fee / account holder | $184 | $113+63.1% | $5,614-96.7% | $145+26.9% |