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 |
|---|---|---|
JW COLE ADVISORS INC6 years Filed as: JW COLE ADVISORS, INC. Service code 15 · EIN 59-3680571 | Recordkeeping | $38,064 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,145 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,566 | $89,465-44.6% | $164,866-69.9% | $77,671-36.2% |
| Participation rate | 68.4% | 78.6%-10.2pp | 78.6%-10.2pp | 70.6%-2.2pp |
| Annual return | 13.67% | 28.81%-15.1pp | 69.97%-56.3pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,788 | $2,568+8.6% | $4,343-35.8% | $2,726+2.3% |
| Participant deferral / active EE | $4,417 | $4,897-9.8% | $6,033-26.8% | $4,648-5.0% |
| Admin fee / account holder | $179 | $340-47.3% | $12,689-98.6% | $430-58.4% |