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 3-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,744 |
ADP BROKER-DEALER3+ 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).
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 | $38,849 | $88,982-56.3% | $102,438-62.1% | $77,671-50.0% |
| Participation rate | 94.9% | 80.9%+13.9pp | 76.5%+18.4pp | 70.6%+24.3pp |
| Annual return | 15.03% | 25.01%-10.0pp | 29.37%-14.3pp | 31.21%-16.2pp |
| Employer contribution / active EE | $5,422 | $2,698+101.0% | $3,024+79.3% | $2,726+98.9% |
| Participant deferral / active EE | $5,153 | $5,144+0.2% | $5,054+2.0% | $4,648+10.9% |
| Admin fee / account holder | $152 | $236-35.5% | $9,448-98.4% | $430-64.7% |