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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,049 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,653 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,345 | $91,538+34.7% | $129,995-5.1% | $75,163+64.1% |
| Participation rate | 83.2% | 71.4%+11.7pp | 78.5%+4.7pp | 67.2%+16.0pp |
| Annual return | 17.06% | -631.11%+648.2pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,483 | $2,845-12.7% | $4,320-42.5% | $2,670-7.0% |
| Participant deferral / active EE | $5,046 | $4,341+16.2% | $5,820-13.3% | $4,125+22.3% |
| Admin fee / account holder | $362 | $6,790-94.7% | $10,614-96.6% | $5,651-93.6% |