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 | $41,346 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,185 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,964 | $59,263+178.4% | $96,562+70.8% | $79,386+107.8% |
| Participation rate | 50.3% | 61.9%-11.6pp | 69.8%-19.6pp | 70.7%-20.4pp |
| Annual return | 17.86% | 27.07%-9.2pp | 37.78%-19.9pp | 116.85%-99.0pp |
| Employer contribution / active EE | $1,321 | $1,216+8.6% | $2,356-44.0% | $2,427-45.6% |
| Participant deferral / active EE | $4,531 | $2,948+53.7% | $3,849+17.7% | $4,046+12.0% |
| Admin fee / account holder | $504 | $658-23.4% | $6,181-91.8% | $626-19.5% |