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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,670 |
ADP BROKER-DEALER2+ 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 | $49,392 | $65,241-24.3% | $126,539-61.0% | $85,563-42.3% |
| Participation rate | 87.5% | 48.6%+38.9pp | 69.8%+17.7pp | 66.0%+21.6pp |
| Annual return | 21.97% | 42.19%-20.2pp | 425.95%-404.0pp | 31.51%-9.5pp |
| Employer contribution / active EE | $3,439 | $1,937+77.5% | $3,674-6.4% | $2,654+29.6% |
| Participant deferral / active EE | $4,984 | $3,032+64.4% | $4,083+22.1% | $4,375+13.9% |
| Admin fee / account holder | $86 | $1,031-91.6% | $6,065-98.6% | $834-89.6% |