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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,220 |
ADP BROKER-DEALER8+ 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 | $17,823 | $84,487-78.9% | $125,339-85.8% | $66,914-73.4% |
| Participation rate | 94.7% | 76.4%+18.3pp | 82.4%+12.3pp | 69.8%+24.9pp |
| Annual return | -15.85% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,847 | $3,553-48.0% | $4,814-61.6% | $2,544-27.4% |
| Participant deferral / active EE | $6,466 | $6,781-4.6% | $7,446-13.2% | $4,237+52.6% |
| Admin fee / account holder | $32 | $685-95.4% | $10,010-99.7% | $593-94.7% |