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 |
|---|---|---|
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING, LLC Service code 15 · EIN 34-1897225 | Recordkeeping | $15,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,527 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,754 | $124,732-72.1% | $180,183-80.7% | $85,563-59.4% |
| Participation rate | 85.1% | 83.2%+1.9pp | 77.4%+7.6pp | 66.0%+19.1pp |
| Annual return | 18.23% | 17.73%+0.5pp | 27.86%-9.6pp | 31.51%-13.3pp |
| Employer contribution / active EE | $0 | $5,370-100.0% | $5,039-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,961 | $7,763-36.1% | $6,822-27.3% | $4,375+13.4% |
| Admin fee / account holder | $79 | $294-73.0% | $19,975-99.6% | $834-90.5% |