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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,700 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $192,539 | $40,385+376.8% | $80,569+139.0% | $74,419+158.7% |
| Participation rate | 87.6% | 47.4%+40.2pp | 67.0%+20.6pp | 70.7%+16.9pp |
| Annual return | 22.46% | 164.85%-142.4pp | 935.43%-913.0pp | 34.38%-11.9pp |
| Employer contribution / active EE | $5,698 | $1,496+280.8% | $2,723+109.2% | $2,637+116.0% |
| Participant deferral / active EE | $15,368 | $2,674+474.7% | $4,447+245.6% | $4,528+239.4% |
| Admin fee / account holder | $8 | $720-98.9% | $5,377-99.9% | $348-97.7% |