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 | $67,708 |
Filed as: PROCYON ADVISORS, LLC Service code 15 · EIN 82-1652002 | Recordkeeping | $37,397 |
Service code 15 · EIN 82-1597862 | Recordkeeping | $12,602 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $52,477 | $72,254-27.4% | $86,677-39.5% | $64,808-19.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -17.88% | 392.42%-410.3pp | 35.91%-53.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $5,001 | $2,393+109.0% | $2,836+76.3% | $2,506+99.6% |
| Participant deferral / active EE | $4,120 | $4,658-11.5% | $4,656-11.5% | $4,310-4.4% |
| Admin fee / account holder | $226 | $174+30.2% | $7,493-97.0% | $188+20.5% |