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 6-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 81-5448947 | Recordkeeping | $101,788 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $88,607 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,882 | $55,347+6.4% | $120,368-51.1% | $199,768-70.5% |
| Participation rate | 58.4% | 52.9%+5.5pp | 71.9%-13.6pp | 72.0%-13.7pp |
| Annual return | 15.02% | 15.37%-0.4pp | 107.26%-92.2pp | 34.26%-19.2pp |
| Employer contribution / active EE | $2,937 | $1,296+126.7% | $3,465-15.2% | $3,037-3.3% |
| Participant deferral / active EE | $4,043 | $2,350+72.0% | $4,991-19.0% | $5,090-20.6% |
| Admin fee / account holder | $223 | $134+65.9% | $9,429-97.6% | $269-17.2% |