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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,568 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $435 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,663 | $58,778-20.6% | $129,207-63.9% | $77,643-39.9% |
| Participation rate | 73.8% | 59.2%+14.5pp | 69.6%+4.2pp | 70.6%+3.2pp |
| Annual return | 0.00% | 24.73%-24.7pp | 9417.33%-9417.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $3,603 | $1,952+84.6% | $4,153-13.3% | $2,726+32.2% |
| Participant deferral / active EE | $5,236 | $3,212+63.0% | $4,168+25.6% | $4,647+12.7% |
| Admin fee / account holder | $58 | $589-90.2% | $7,715-99.2% | $430-86.5% |