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 5-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 | $5,062 |
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 | $56,320 | $95,274-40.9% | $135,903-58.6% | $74,419-24.3% |
| Participation rate | 86.9% | 78.2%+8.7pp | 81.9%+4.9pp | 70.7%+16.1pp |
| Annual return | 23.28% | 32.77%-9.5pp | 68.23%-45.0pp | 34.38%-11.1pp |
| Employer contribution / active EE | $3,117 | $3,874-19.6% | $4,856-35.8% | $2,637+18.2% |
| Participant deferral / active EE | $15,237 | $7,782+95.8% | $7,758+96.4% | $4,528+236.5% |
| Admin fee / account holder | $13 | $266-95.1% | $10,762-99.9% | $348-96.2% |