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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,023 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $15,000 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $113,538 | $69,515+63.3% | $86,874+30.7% | $85,850+32.3% |
| Participation rate | 80.7% | 66.3%+14.4pp | 71.6%+9.0pp | 69.3%+11.4pp |
| Annual return | 15.37% | 20.12%-4.8pp | 63.52%-48.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,641 | $1,880-12.7% | $2,495-34.2% | $2,565-36.0% |
| Participant deferral / active EE | $5,341 | $2,919+83.0% | $3,699+44.4% | $3,952+35.2% |
| Admin fee / account holder | $246 | $5,972-95.9% | $5,828-95.8% | $6,260-96.1% |