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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
ADP BROKER-DEALER1+ 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 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 | $47,841 | $54,320-11.9% | $67,652-29.3% | $52,331-8.6% |
| Participation rate | 91.4% | 73.6%+17.8pp | 75.7%+15.8pp | 68.1%+23.3pp |
| Annual return | 1.19% | 6.81%-5.6pp | 6625.04%-6623.8pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,820 | $1,544+17.9% | $2,266-19.7% | $1,882-3.3% |
| Participant deferral / active EE | $4,566 | $2,950+54.8% | $3,560+28.3% | $3,022+51.1% |
| Admin fee / account holder | $75 | $527-85.8% | $4,821-98.5% | $592-87.4% |