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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,064 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: BENJAMIN F. EDWARDS AND COMPANY INC Service code 49 25 NORTH THIRD STREET · 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,297 | $57,976-9.8% | $62,995-17.0% | $62,292-16.0% |
| Participation rate | 91.1% | 75.9%+15.2pp | 74.8%+16.3pp | 69.5%+21.6pp |
| Annual return | 20.08% | 17.54%+2.5pp | 87.57%-67.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $580 | $2,415-76.0% | $2,759-79.0% | $2,042-71.6% |
| Participant deferral / active EE | $3,162 | $2,956+7.0% | $3,329-5.0% | $3,169-0.2% |
| Admin fee / account holder | $18 | $276-93.7% | $3,600-99.5% | $479-96.3% |