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 | $104,449 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 15 · EIN 06-1397347 | Recordkeeping | $27,500 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $12,386 | $49,693-75.1% | $70,515-82.4% | $74,419-83.4% |
| Participation rate | 85.7% | 64.7%+21.0pp | 68.3%+17.3pp | 70.7%+14.9pp |
| Annual return | 16.67% | 21.22%-4.5pp | 32.77%-16.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $469 | $1,773-73.6% | $2,973-84.2% | $2,637-82.2% |
| Participant deferral / active EE | $2,659 | $3,376-21.2% | $4,567-41.8% | $4,528-41.3% |
| Admin fee / account holder | $261 | $316-17.4% | $6,412-95.9% | $348-25.0% |