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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,051 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,150 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,531 | $84,487-3.5% | $125,339-35.0% | $66,914+21.8% |
| Participation rate | 89.4% | 76.4%+12.9pp | 82.4%+7.0pp | 69.8%+19.6pp |
| Annual return | -14.99% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,937 | $3,553+10.8% | $4,814-18.2% | $2,544+54.8% |
| Participant deferral / active EE | $9,134 | $6,781+34.7% | $7,446+22.7% | $4,237+115.6% |
| Admin fee / account holder | $65 | $685-90.5% | $10,010-99.4% | $593-89.0% |