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 | $800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $31,543 | $72,770-56.7% | $67,652-53.4% | $55,191-42.8% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 69.2%+24.2pp |
| Annual return | 0.91% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,319 | $1,769-25.5% | $2,266-41.8% | $1,899-30.6% |
| Participant deferral / active EE | $3,521 | $3,408+3.3% | $3,560-1.1% | $3,046+15.6% |
| Admin fee / account holder | $14 | $79-82.5% | $4,821-99.7% | $91-84.8% |