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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,833 |
Service code 15 · EIN 74-2847983 | Recordkeeping | $43,484 |
Filed as: MESIROW FINANC0IAL INVESTMENT MANAG Service code 11 | Actuarial | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $23,729 | $50,127-52.7% | $149,673-84.1% | $80,160-70.4% |
| Participation rate | 26.3% | 64.3%-38.0pp | 78.8%-52.5pp | 72.9%-46.7pp |
| Annual return | 27.66% | 29.82%-2.2pp | 134.42%-106.8pp | 40.38%-12.7pp |
| Employer contribution / active EE | $562 | $1,865-69.9% | $4,818-88.3% | $2,978-81.1% |
| Participant deferral / active EE | $1,491 | $3,194-53.3% | $5,680-73.7% | $5,017-70.3% |
| Admin fee / account holder | $164 | $153+7.7% | $13,210-98.8% | $145+13.4% |