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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,710 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $222,044 | $45,031+393.1% | $84,966+161.3% | $77,643+186.0% |
| Participation rate | 87.7% | 48.7%+39.0pp | 67.5%+20.2pp | 70.6%+17.1pp |
| Annual return | 17.71% | 79.22%-61.5pp | 66.38%-48.7pp | 31.24%-13.5pp |
| Employer contribution / active EE | $5,713 | $1,609+255.0% | $2,727+109.5% | $2,726+109.6% |
| Participant deferral / active EE | $16,073 | $2,807+472.5% | $4,519+255.7% | $4,647+245.9% |
| Admin fee / account holder | $9 | $912-99.0% | $6,149-99.9% | $430-98.0% |