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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,766 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,900 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,391 | $28,601-11.2% | $71,735-64.6% | $66,914-62.1% |
| Participation rate | 96.8% | 56.7%+40.2pp | 62.3%+34.5pp | 69.8%+27.0pp |
| Annual return | -11.34% | -10.90%-0.4pp | 9.14%-20.5pp | 1.58%-12.9pp |
| Employer contribution / active EE | $1,286 | $1,104+16.5% | $1,704-24.5% | $2,544-49.4% |
| Participant deferral / active EE | $1,085 | $1,912-43.2% | $2,658-59.2% | $4,237-74.4% |
| Admin fee / account holder | $107 | $506-78.8% | $3,974-97.3% | $593-81.9% |