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 7-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-DEALER6 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,986 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER Service code 15 · EIN 04-3499945 | Recordkeeping | $14,085 |
RELIANCE TRUST COMPANY5 years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $55 |
ADP BROKER-DEALER7+ years Filed as: ADP BROKER DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER7+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,595 | $61,052+10.7% | $142,863-52.7% | $79,386-14.9% |
| Participation rate | 58.8% | 60.1%-1.3pp | 71.9%-13.2pp | 70.7%-11.9pp |
| Annual return | 14.45% | 16.02%-1.6pp | 5637.54%-5623.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,055 | $1,481-28.7% | $4,144-74.5% | $2,427-56.5% |
| Participant deferral / active EE | $339 | $2,879-88.2% | $3,837-91.2% | $4,046-91.6% |
| Admin fee / account holder | $207 | $659-68.6% | $6,560-96.8% | $626-67.0% |