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 | $3,905 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $80,702 | $65,908+22.4% | $81,812-1.4% | $77,643+3.9% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.3%+26.5pp | 70.6%+28.3pp |
| Annual return | 26.15% | 26.64%-0.5pp | 773.79%-747.6pp | 31.24%-5.1pp |
| Employer contribution / active EE | $5,880 | $2,370+148.1% | $2,912+101.9% | $2,726+115.7% |
| Participant deferral / active EE | $13,780 | $3,505+293.1% | $4,319+219.1% | $4,647+196.5% |
| Admin fee / account holder | $8 | $526-98.5% | $7,386-99.9% | $430-98.1% |