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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,325 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL Service code 49 1101 MT VERNON AVE · MARION, OH 43302 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,533 | $66,302+7.9% | $110,238-35.1% | $56,287+27.1% |
| Participation rate | 54.2% | 74.9%-20.7pp | 79.8%-25.7pp | 69.9%-15.7pp |
| Annual return | -4.91% | -1.18%-3.7pp | 314.74%-319.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $301 | $2,047-85.3% | $3,826-92.1% | $2,111-85.7% |
| Participant deferral / active EE | $1,952 | $3,381-42.3% | $4,672-58.2% | $3,350-41.7% |
| Admin fee / account holder | $12 | $698-98.3% | $8,547-99.9% | $521-97.7% |