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 3-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 | $23,485 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $26,082 | $55,415-52.9% | $155,509-83.2% | $74,495-65.0% |
| Participation rate | 93.4% | 61.9%+31.5pp | 78.2%+15.2pp | 67.2%+26.2pp |
| Annual return | 18.40% | 268.50%-250.1pp | 64.67%-46.3pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $4,338 | $2,267+91.3% | $4,672-7.2% | $2,623+65.4% |
| Participant deferral / active EE | $7,601 | $2,836+168.0% | $5,626+35.1% | $4,346+74.9% |
| Admin fee / account holder | $71 | $1,738-95.9% | $15,912-99.6% | $1,942-96.3% |