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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,093 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,068 | $47,722-47.5% | $82,719-69.7% | $64,808-61.3% |
| Participation rate | 25.5% | 67.6%-42.2pp | 72.6%-47.1pp | 71.5%-46.0pp |
| Annual return | -16.98% | -13.05%-3.9pp | 701.18%-718.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $125 | $2,179-94.2% | $3,009-95.8% | $2,506-95.0% |
| Participant deferral / active EE | $1,462 | $3,329-56.1% | $4,395-66.7% | $4,310-66.1% |
| Admin fee / account holder | $274 | $143+91.6% | $5,329-94.9% | $188+45.8% |