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 | $69,672 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $56,300 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,211 | $52,293-28.8% | $178,490-79.2% | $73,409-49.3% |
| Participation rate | 73.9% | 65.3%+8.6pp | 81.9%-8.0pp | 72.2%+1.8pp |
| Annual return | 18.18% | 34.75%-16.6pp | 151.07%-132.9pp | 59.29%-41.1pp |
| Employer contribution / active EE | $1,632 | $1,735-6.0% | $5,011-67.4% | $2,234-26.9% |
| Participant deferral / active EE | $3,456 | $2,332+48.2% | $5,202-33.6% | $3,805-9.2% |
| Admin fee / account holder | $198 | $127+55.5% | $13,984-98.6% | $158+25.5% |