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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,655 |
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 | $103,196 | $87,870+17.4% | $113,168-8.8% | $74,304+38.9% |
| Participation rate | 94.9% | 70.7%+24.1pp | 76.6%+18.3pp | 60.3%+34.5pp |
| Annual return | 15.35% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,202 | $2,277+40.6% | $2,975+7.6% | $2,241+42.9% |
| Participant deferral / active EE | $7,130 | $4,241+68.1% | $5,107+39.6% | $3,767+89.3% |
| Admin fee / account holder | $40 | $3,368-98.8% | $12,068-99.7% | $2,969-98.7% |