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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,184 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $21,917 |
Service code 15 · EIN 44-9619342 | Recordkeeping | $20,000 |
PEGGY S. EDGE, CPA, LLC3 years Filed as: PEGGY S. EDGE CPA LLC Service code 15 · EIN 26-4527814 | Recordkeeping | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,466 | $45,031-54.6% | $85,009-75.9% | $77,671-73.7% |
| Participation rate | 89.8% | 48.7%+41.1pp | 67.5%+22.2pp | 70.6%+19.2pp |
| Annual return | 9.67% | 79.22%-69.5pp | 66.47%-56.8pp | 31.21%-21.5pp |
| Employer contribution / active EE | $11,035 | $1,609+585.7% | $2,728+304.5% | $2,726+304.7% |
| Participant deferral / active EE | $1,032 | $2,807-63.2% | $4,522-77.2% | $4,648-77.8% |
| Admin fee / account holder | $331 | $912-63.7% | $6,153-94.6% | $430-23.0% |