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 6-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,440 |
NBC SECURITIES INC4 years Filed as: NBC SECURITIES, INC. Service code 15 · EIN 63-0923499 | Recordkeeping | $21,891 |
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 | $51,029 | $71,964-29.1% | $167,512-69.5% | $85,563-40.4% |
| Participation rate | 40.6% | 61.0%-20.4pp | 77.1%-36.5pp | 66.0%-25.4pp |
| Annual return | 15.28% | 18.83%-3.5pp | 1615.79%-1600.5pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,145 | $1,875-38.9% | $3,882-70.5% | $2,654-56.9% |
| Participant deferral / active EE | $1,784 | $4,110-56.6% | $6,405-72.1% | $4,375-59.2% |
| Admin fee / account holder | $271 | $815-66.8% | $9,769-97.2% | $834-67.6% |