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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $22,448 |
WOODBURY FINANCIAL SERVICES8 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 15 · EIN 41-0944586 | Recordkeeping | $6,833 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,654 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,334 | $81,460+1.1% | $103,333-20.3% | $80,856+1.8% |
| Participation rate | 95.6% | 66.8%+28.8pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 15.69% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $297 | $3,105-90.5% | $3,868-92.3% | $2,755-89.2% |
| Participant deferral / active EE | $7,220 | $3,869+86.6% | $5,057+42.8% | $4,296+68.1% |
| Admin fee / account holder | $235 | $6,566-96.4% | $8,355-97.2% | $6,918-96.6% |