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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $84,537 |
MCF ADVISORS LLC3 years Filed as: MCF ADVISORS Service code 15 · EIN 20-0566061 | Recordkeeping | $59,485 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,949 | $89,436-62.0% | $164,813-79.4% | $77,643-56.3% |
| Participation rate | 91.4% | 78.6%+12.7pp | 78.6%+12.7pp | 70.6%+20.8pp |
| Annual return | 12.31% | 28.83%-16.5pp | 69.93%-57.6pp | 31.24%-18.9pp |
| Employer contribution / active EE | $661 | $2,569-74.3% | $4,341-84.8% | $2,726-75.8% |
| Participant deferral / active EE | $3,123 | $4,897-36.2% | $6,031-48.2% | $4,647-32.8% |
| Admin fee / account holder | $155 | $339-54.4% | $12,690-98.8% | $430-64.0% |