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 | $16,558 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,307 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,966 | $27,827+0.5% | $65,255-57.1% | $71,457-60.9% |
| Participation rate | 74.8% | 57.6%+17.2pp | 65.0%+9.8pp | 67.9%+6.9pp |
| Annual return | 12.63% | 41.58%-29.0pp | 47.35%-34.7pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,102 | $1,405-21.6% | $1,691-34.9% | $2,588-57.4% |
| Participant deferral / active EE | $1,027 | $1,861-44.8% | $2,831-63.7% | $4,289-76.1% |
| Admin fee / account holder | $95 | $3,850-97.5% | $4,112-97.7% | $1,587-94.0% |