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 | $34,932+21.2% | $56,441-25.0% | $74,546-43.2% |
| Participation rate | 96.7% | 32.9%+63.9pp | 52.5%+44.3pp | 67.2%+29.5pp |
| Annual return | 7.24% | 24.90%-17.7pp | 1704.21%-1697.0pp | 1366.03%-1358.8pp |
| Employer contribution / active EE | $1,219 | $608+100.3% | $1,039+17.3% | $2,624-53.6% |
| Participant deferral / active EE | $4,341 | $1,173+270.1% | $1,953+122.3% | $4,347-0.2% |
| Admin fee / account holder | $146 | $2,359-93.8% | $2,829-94.9% | $1,944-92.5% |