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 8-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 | $12,237 |
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 | $18,205 | $34,677-47.5% | $77,024-76.4% | $64,808-71.9% |
| Participation rate | 91.4% | 49.8%+41.5pp | 67.9%+23.5pp | 71.5%+19.9pp |
| Annual return | -16.25% | -5.33%-10.9pp | 42.32%-58.6pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,433 | $1,370+77.6% | $2,812-13.5% | $2,506-2.9% |
| Participant deferral / active EE | $3,039 | $2,556+18.9% | $4,426-31.3% | $4,310-29.5% |
| Admin fee / account holder | $40 | $179-77.4% | $5,425-99.3% | $188-78.5% |