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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,775 |
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 | $87,537 | $79,171+10.6% | $102,423-14.5% | $74,495+17.5% |
| Participation rate | 92.5% | 74.8%+17.7pp | 76.5%+16.0pp | 67.2%+25.3pp |
| Annual return | 13.47% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,723 | $2,362+15.3% | $3,023-9.9% | $2,623+3.8% |
| Participant deferral / active EE | $6,611 | $4,415+49.7% | $5,053+30.8% | $4,346+52.1% |
| Admin fee / account holder | $34 | $2,001-98.3% | $9,451-99.6% | $1,942-98.3% |