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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,209 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $15,080 |
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 | $26,644 | $72,607-63.3% | $90,749-70.6% | $66,914-60.2% |
| Participation rate | 96.1% | 73.7%+22.4pp | 75.7%+20.4pp | 69.8%+26.3pp |
| Annual return | -17.42% | -12.28%-5.1pp | -12.16%-5.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,683 | $2,369+13.3% | $2,921-8.2% | $2,544+5.4% |
| Participant deferral / active EE | $4,175 | $3,977+5.0% | $4,564-8.5% | $4,237-1.5% |
| Admin fee / account holder | $149 | $707-78.9% | $8,445-98.2% | $593-74.9% |