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 |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $45,695 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,356 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $65,365 | $59,584+9.7% | $86,874-24.8% | $79,386-17.7% |
| Participation rate | 98.3% | 67.7%+30.6pp | 71.6%+26.6pp | 70.7%+27.6pp |
| Annual return | 18.08% | 23.15%-5.1pp | 63.52%-45.4pp | 116.85%-98.8pp |
| Employer contribution / active EE | $2,944 | $1,768+66.5% | $2,495+18.0% | $2,427+21.3% |
| Participant deferral / active EE | $9,299 | $3,036+206.3% | $3,699+151.4% | $4,046+129.9% |
| Admin fee / account holder | $128 | $604-78.8% | $5,828-97.8% | $626-79.6% |