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 |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC. Service code 15 · EIN 11-3600438 | Recordkeeping | $19,092 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,344 |
ADP BROKER-DEALER10+ 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 | $42,340 | $34,934+21.2% | $56,411-24.9% | $74,495-43.2% |
| Participation rate | 96.7% | 32.8%+63.9pp | 52.5%+44.3pp | 67.2%+29.5pp |
| Annual return | 7.24% | 25.94%-18.7pp | 1701.33%-1694.1pp | 1364.94%-1357.7pp |
| Employer contribution / active EE | $1,219 | $609+100.1% | $1,039+17.3% | $2,623-53.5% |
| Participant deferral / active EE | $4,341 | $1,170+270.9% | $1,952+122.4% | $4,346-0.1% |
| Admin fee / account holder | $146 | $2,364-93.8% | $2,829-94.9% | $1,942-92.5% |