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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,537 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $12,918 |
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 | $38,993 | $27,839+40.1% | $58,482-33.3% | $71,457-45.4% |
| Participation rate | 92.7% | 34.5%+58.2pp | 50.9%+41.9pp | 67.9%+24.8pp |
| Annual return | 22.73% | 26.81%-4.1pp | 4239.32%-4216.6pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,096 | $631+73.8% | $1,053+4.1% | $2,588-57.6% |
| Participant deferral / active EE | $2,711 | $1,206+124.8% | $1,924+40.9% | $4,289-36.8% |
| Admin fee / account holder | $208 | $1,641-87.3% | $2,516-91.7% | $1,587-86.9% |