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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $18,571 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,586 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,256 | $65,435-24.7% | $86,677-43.2% | $66,914-26.4% |
| Participation rate | 85.7% | 75.5%+10.3pp | 76.6%+9.1pp | 69.8%+15.9pp |
| Annual return | -14.89% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $657 | $2,153-69.5% | $2,836-76.9% | $2,544-74.2% |
| Participant deferral / active EE | $3,522 | $4,100-14.1% | $4,656-24.3% | $4,237-16.9% |
| Admin fee / account holder | $173 | $642-73.0% | $7,493-97.7% | $593-70.8% |