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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,590 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $166,498 | $34,677+380.1% | $77,024+116.2% | $64,808+156.9% |
| Participation rate | 86.5% | 49.8%+36.6pp | 67.9%+18.5pp | 71.5%+15.0pp |
| Annual return | 0.00% | -5.33%+5.3pp | 42.32%-42.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $5,729 | $1,370+318.1% | $2,812+103.7% | $2,506+128.6% |
| Participant deferral / active EE | $14,688 | $2,556+474.6% | $4,426+231.8% | $4,310+240.8% |
| Admin fee / account holder | $7 | $179-96.2% | $5,425-99.9% | $188-96.4% |