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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $79,745 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $31,727 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $51,231 | $91,762-44.2% | $67,502-24.1% | $77,643-34.0% |
| Participation rate | 88.5% | 75.9%+12.6pp | 72.9%+15.7pp | 70.6%+18.0pp |
| Annual return | 0.00% | 14.87%-14.9pp | 3512.12%-3512.1pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,716 | $3,181-46.1% | $2,731-37.2% | $2,726-37.1% |
| Participant deferral / active EE | $4,023 | $3,903+3.1% | $4,000+0.6% | $4,647-13.4% |
| Admin fee / account holder | $165 | $176-6.2% | $3,998-95.9% | $430-61.6% |