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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $34,159 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $33,962 |
ADP BROKER-DEALER1+ years Service code 15 · EIN 22-3319984 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,578 | $50,127-86.9% | $149,673-95.6% | $80,160-91.8% |
| Participation rate | 90.3% | 64.3%+26.1pp | 78.8%+11.6pp | 72.9%+17.4pp |
| Annual return | 37.59% | 29.82%+7.8pp | 134.42%-96.8pp | 40.38%-2.8pp |
| Employer contribution / active EE | $354 | $1,865-81.0% | $4,818-92.7% | $2,978-88.1% |
| Participant deferral / active EE | $1,967 | $3,194-38.4% | $5,680-65.4% | $5,017-60.8% |
| Admin fee / account holder | $29 | $153-80.7% | $13,210-99.8% | $145-79.7% |