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-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING, INC. Service code 15 · EIN 22-1467904 | Recordkeeping | $52,131 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $26,700 |
PENSION PLAN SPECIALISTS, PC10+ years Service code 13 · EIN 26-1570786 | Contract Administrator | $23,475 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $18,693 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $511 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,023 | $54,193-76.0% | $93,654-86.1% | $77,671-83.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 10.73% | 30.54%-19.8pp | 133.34%-122.6pp | 31.21%-20.5pp |
| Employer contribution / active EE | $1,404 | $1,168+20.2% | $2,421-42.0% | $2,726-48.5% |
| Participant deferral / active EE | $1,439 | $3,144-54.2% | $4,413-67.4% | $4,648-69.0% |
| Admin fee / account holder | $162 | $576-71.9% | $8,282-98.0% | $430-62.5% |