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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,525 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 49 477 S. 3RD ST · GENEVA, IL 60134 | Other Services | $0 |
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 | $46,382 | $52,467-11.6% | $57,179-18.9% | $55,167-15.9% |
| Participation rate | 90.3% | 75.8%+14.5pp | 75.3%+15.0pp | 69.0%+21.3pp |
| Annual return | 5.93% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $323 | $2,477-87.0% | $2,682-88.0% | $1,963-83.6% |
| Participant deferral / active EE | $2,354 | $2,830-16.8% | $3,096-24.0% | $3,054-22.9% |
| Admin fee / account holder | $27 | $269-89.8% | $3,139-99.1% | $504-94.6% |