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 |
|---|---|---|
ELLWOOD ASSOCIATES1 year Service code 15 · EIN 36-3121777 | Recordkeeping | $48,638 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $11,970 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $63,517 | $93,131-31.8% | $106,548-40.4% | $86,799-26.8% |
| Participation rate | 59.4% | 81.4%-22.0pp | 76.1%-16.7pp | 72.3%-12.8pp |
| Annual return | 12.75% | 19.45%-6.7pp | 26.80%-14.1pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,380 | $2,895-52.3% | $2,819-51.0% | $2,405-42.6% |
| Participant deferral / active EE | $3,031 | $4,708-35.6% | $4,398-31.1% | $4,131-26.6% |
| Admin fee / account holder | $98 | $145-32.4% | $7,407-98.7% | $170-42.2% |