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 4-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 | $31,572 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $117,536 | $69,010+70.3% | $159,960-26.5% | $68,494+71.6% |
| Participation rate | 94.4% | 65.4%+29.0pp | 78.0%+16.4pp | 67.9%+26.5pp |
| Annual return | -18.40% | -9.65%-8.8pp | 408.60%-427.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $924 | $2,213-58.2% | $4,226-78.1% | $2,596-64.4% |
| Participant deferral / active EE | $9,811 | $4,212+132.9% | $6,182+58.7% | $4,027+143.6% |
| Admin fee / account holder | $263 | $4,798-94.5% | $8,698-97.0% | $5,403-95.1% |