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 | $4,694 |
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 | $48,359 | $71,516-32.4% | $98,439-50.9% | $71,457-32.3% |
| Participation rate | 94.4% | 72.7%+21.7pp | 75.2%+19.3pp | 67.9%+26.5pp |
| Annual return | 17.81% | 32.41%-14.6pp | 21.16%-3.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,373 | $2,399-1.1% | $3,048-22.2% | $2,588-8.3% |
| Participant deferral / active EE | $4,540 | $4,109+10.5% | $4,738-4.2% | $4,289+5.9% |
| Admin fee / account holder | $25 | $1,675-98.5% | $8,948-99.7% | $1,587-98.4% |