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 | $3,895 |
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 | $53,394 | $79,753-33.1% | $106,213-49.7% | - |
| Participation rate | 88.9% | 68.4%+20.5pp | 75.3%+13.6pp | - |
| Annual return | 16.92% | 10.43%+6.5pp | 116.14%-99.2pp | - |
| Employer contribution / active EE | $2,607 | $2,584+0.9% | $3,171-17.8% | - |
| Participant deferral / active EE | $4,828 | $4,151+16.3% | $5,016-3.8% | - |
| Admin fee / account holder | $22 | $4,140-99.5% | $11,033-99.8% | - |