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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,983 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,236 | $45,602+27.7% | $117,472-50.4% | $66,914-13.0% |
| Participation rate | 72.5% | 57.6%+14.9pp | 70.6%+1.9pp | 69.8%+2.7pp |
| Annual return | -15.74% | -16.74%+1.0pp | 29.74%-45.5pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,119 | $1,579+160.9% | $4,176-1.4% | $2,544+61.9% |
| Participant deferral / active EE | $635 | $2,845-77.7% | $4,070-84.4% | $4,237-85.0% |
| Admin fee / account holder | $144 | $661-78.2% | $5,645-97.4% | $593-75.7% |