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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,199 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,222 | $101,317-49.4% | $146,958-65.1% | $74,495-31.2% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 12.47% | 8730.91%-8718.4pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,672 | $3,810-3.6% | $4,933-25.6% | $2,623+40.0% |
| Participant deferral / active EE | $5,633 | $7,303-22.9% | $8,070-30.2% | $4,346+29.6% |
| Admin fee / account holder | $72 | $1,739-95.9% | $12,998-99.4% | $1,942-96.3% |