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 4-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 | $28,329 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $21,753 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 · EIN 35-1151034 | Recordkeeping | $5,821 |
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 | $24,909 | $47,126-47.1% | $149,673-83.4% | $74,419-66.5% |
| Participation rate | 44.2% | 63.4%-19.2pp | 78.8%-34.6pp | 70.7%-26.5pp |
| Annual return | 29.14% | 22.75%+6.4pp | 134.42%-105.3pp | 34.38%-5.2pp |
| Employer contribution / active EE | $386 | $1,905-79.7% | $4,818-92.0% | $2,637-85.4% |
| Participant deferral / active EE | $2,777 | $2,728+1.8% | $5,680-51.1% | $4,528-38.7% |
| Admin fee / account holder | $105 | $343-69.3% | $13,210-99.2% | $348-69.7% |