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 INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $20,592 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,418 |
Service code 15 · EIN 92-2678185 | Recordkeeping | $7,748 |
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 | $20,496 | $53,165-61.4% | $86,188-76.2% | $74,419-72.5% |
| Participation rate | 90.2% | 64.9%+25.3pp | 69.0%+21.2pp | 70.7%+19.5pp |
| Annual return | 18.25% | 22.64%-4.4pp | 1168.45%-1150.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,660 | $3,234+75.0% | $3,985+42.0% | $4,528+25.0% |
| Admin fee / account holder | $75 | $551-86.3% | $6,852-98.9% | $348-78.3% |