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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,946 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $23,007 | $99,957-77.0% | $149,696-84.6% | $73,488-68.7% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 17.04% | 53.87%-36.8pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $847 | $3,191-73.5% | $4,644-81.8% | $2,270-62.7% |
| Participant deferral / active EE | $5,841 | $6,073-3.8% | $6,842-14.6% | $3,740+56.2% |
| Admin fee / account holder | $25 | $551-95.5% | $9,309-99.7% | $513-95.2% |