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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,460 |
Service code 15 · EIN 82-1597862 | Recordkeeping | $49,965 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $70,620 | $185,342-61.9% | $111,297-36.5% | $86,799-18.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 14.14% | 500.80%-486.7pp | 54.65%-40.5pp | 97.91%-83.8pp |
| Employer contribution / active EE | $4,739 | $2,246+111.0% | $2,731+73.5% | $2,405+97.0% |
| Participant deferral / active EE | $4,214 | $4,458-5.5% | $4,487-6.1% | $4,131+2.0% |
| Admin fee / account holder | $224 | $255-12.3% | $7,964-97.2% | $170+32.1% |