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 | $4,650 |
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 | $62,259 | $84,556-26.4% | $116,228-46.4% | $74,304-16.2% |
| Participation rate | 88.5% | 66.0%+22.5pp | 74.6%+13.9pp | 60.3%+28.1pp |
| Annual return | 16.97% | 18.35%-1.4pp | 90.06%-73.1pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,254 | $2,168+4.0% | $2,994-24.7% | $2,241+0.6% |
| Participant deferral / active EE | $4,054 | $3,814+6.3% | $4,953-18.2% | $3,767+7.6% |
| Admin fee / account holder | $26 | $3,792-99.3% | $11,989-99.8% | $2,969-99.1% |