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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,025 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC2 years 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 | $76,512 | $86,332-11.4% | $125,175-38.9% | $65,185+17.4% |
| Participation rate | 64.2% | 75.3%-11.1pp | 79.8%-15.6pp | 70.2%-6.0pp |
| Annual return | 22.09% | 27.43%-5.3pp | 43.79%-21.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $349 | $2,040-82.9% | $3,865-91.0% | $2,177-84.0% |
| Participant deferral / active EE | $2,160 | $3,537-38.9% | $4,937-56.2% | $3,514-38.5% |
| Admin fee / account holder | $8 | $609-98.7% | $9,702-99.9% | $847-99.1% |