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 | $41,092 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $23,913 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,340 | $47,898+3.0% | $117,472-58.0% | $64,808-23.9% |
| Participation rate | 65.4% | 61.9%+3.5pp | 70.6%-5.2pp | 71.5%-6.1pp |
| Annual return | -18.05% | -15.54%-2.5pp | 29.74%-47.8pp | 32.82%-50.9pp |
| Employer contribution / active EE | $442 | $1,774-75.1% | $4,176-89.4% | $2,506-82.4% |
| Participant deferral / active EE | $3,425 | $3,151+8.7% | $4,070-15.9% | $4,310-20.5% |
| Admin fee / account holder | $227 | $132+71.8% | $5,645-96.0% | $188+20.6% |