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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,592 |
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 | $160,062 | $47,126+239.6% | $149,673+6.9% | $74,419+115.1% |
| Participation rate | 99.6% | 63.4%+36.3pp | 78.8%+20.9pp | 70.7%+28.9pp |
| Annual return | 17.62% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $7,727 | $1,905+305.5% | $4,818+60.4% | $2,637+193.0% |
| Participant deferral / active EE | $7,193 | $2,728+163.7% | $5,680+26.6% | $4,528+58.8% |
| Admin fee / account holder | $25 | $343-92.7% | $13,210-99.8% | $348-92.9% |