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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,209 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $39,459 | $65,435-39.7% | $86,677-54.5% | $66,914-41.0% |
| Participation rate | 89.1% | 75.5%+13.7pp | 76.6%+12.5pp | 69.8%+19.3pp |
| Annual return | -14.96% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,155 | $2,153-46.3% | $2,836-59.3% | $2,544-54.6% |
| Participant deferral / active EE | $3,975 | $4,100-3.1% | $4,656-14.6% | $4,237-6.2% |
| Admin fee / account holder | $23 | $642-96.4% | $7,493-99.7% | $593-96.1% |