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 | $73,967 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $26,195 | $58,644-55.3% | $177,989-85.3% | $199,593-86.9% |
| Participation rate | 83.9% | 65.5%+18.4pp | 77.1%+6.8pp | 72.0%+12.0pp |
| Annual return | 13.02% | 19.25%-6.2pp | 294.48%-281.5pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,471 | $1,801-18.3% | $3,949-62.7% | $3,034-51.5% |
| Participant deferral / active EE | $3,719 | $4,248-12.5% | $6,276-40.7% | $5,087-26.9% |
| Admin fee / account holder | $32 | $145-77.8% | $10,363-99.7% | $269-88.0% |