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 9-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,035 |
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 | $35,208 | $58,320-39.6% | $86,436-59.3% | $66,914-47.4% |
| Participation rate | 73.1% | 78.6%-5.5pp | 80.3%-7.2pp | 69.8%+3.3pp |
| Annual return | -17.10% | -9.71%-7.4pp | 4394.89%-4412.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,610 | $6,899+39.3% | $6,952+38.2% | $4,237+126.8% |
| Admin fee / account holder | $21 | $546-96.2% | $6,731-99.7% | $593-96.5% |