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 Service code 15 71 HANOVER ROAD · FLORHAM PARK, NJ 079321597 | Recordkeeping | $24,302 |
SEAN MEAD1 year Filed as: SEAN ZIMMERMAN Service code 15 1300 THAMES STREET WHARF 4TH FLOOR · BALTIMORE, MD 21231 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,218 | $76,670-46.2% | $96,683-57.4% | $71,457-42.3% |
| Participation rate | 88.7% | 66.6%+22.1pp | 74.3%+14.3pp | 67.9%+20.8pp |
| Annual return | 20.08% | 48.29%-28.2pp | 35.69%-15.6pp | 28.85%-8.8pp |
| Employer contribution / active EE | $3,214 | $3,031+6.0% | $3,737-14.0% | $2,588+24.2% |
| Participant deferral / active EE | $4,397 | $3,771+16.6% | $4,878-9.9% | $4,289+2.5% |
| Admin fee / account holder | $234 | $2,028-88.5% | $6,730-96.5% | $1,587-85.2% |