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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,142 |
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 | $51,978 | $79,171-34.3% | $102,423-49.3% | $74,495-30.2% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 13.34% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,237 | $2,362-5.3% | $3,023-26.0% | $2,623-14.7% |
| Participant deferral / active EE | $4,679 | $4,415+6.0% | $5,053-7.4% | $4,346+7.7% |
| Admin fee / account holder | $241 | $2,001-88.0% | $9,451-97.5% | $1,942-87.6% |