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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $31,246 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,048 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,292 | $50,956-62.1% | $96,562-80.0% | $86,799-77.8% |
| Participation rate | 89.1% | 65.2%+23.8pp | 69.8%+19.2pp | 72.3%+16.8pp |
| Annual return | 14.01% | 21.27%-7.3pp | 37.78%-23.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,501 | $2,954+52.4% | $3,849+16.9% | $4,131+9.0% |
| Admin fee / account holder | $89 | $166-46.2% | $6,181-98.6% | $170-47.4% |