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 | $65,813 |
Filed as: PROCYON ADVISORS, LLC Service code 15 · EIN 82-1652002 | Recordkeeping | $50,000 |
ADP BROKER-DEALER9+ 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 | $60,936 | $99,078-38.5% | $96,544-36.9% | $74,419-18.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 18.30% | 22.48%-4.2pp | 25.84%-7.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,970 | $2,570+93.4% | $2,965+67.6% | $2,637+88.4% |
| Participant deferral / active EE | $4,146 | $4,933-16.0% | $4,851-14.5% | $4,528-8.4% |
| Admin fee / account holder | $215 | $225-4.2% | $8,252-97.4% | $348-38.1% |