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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,469 |
Filed as: SOURCE ONE BUSINESS SERVICES, LLC Service code 15 · EIN 20-1672576 | Recordkeeping | $13,000 |
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $12,961 |
Participant 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 | $16,242 | $82,202-80.2% | $125,339-87.0% | $64,808-74.9% |
| Participation rate | 79.5% | 77.9%+1.6pp | 82.4%-2.9pp | 71.5%+8.0pp |
| Annual return | -15.45% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $5,388 | $3,615+49.0% | $4,814+11.9% | $2,506+115.0% |
| Participant deferral / active EE | $970 | $7,175-86.5% | $7,446-87.0% | $4,310-77.5% |
| Admin fee / account holder | $247 | $163+51.5% | $10,010-97.5% | $188+31.7% |