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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,956 |
Filed as: PROCYON ADVISORS, LLC Service code 15 · EIN 82-1652002 | Recordkeeping | $50,034 |
ADP BROKER-DEALER10+ 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 | $71,450 | $88,890-19.6% | $102,423-30.2% | $77,643-8.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 13.99% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,194 | $2,698+92.5% | $3,023+71.8% | $2,726+90.6% |
| Participant deferral / active EE | $4,851 | $5,145-5.7% | $5,053-4.0% | $4,647+4.4% |
| Admin fee / account holder | $236 | $235+0.4% | $9,451-97.5% | $430-45.1% |