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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,146 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $17,167 |
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 | $30,674 | $71,516-57.1% | $98,439-68.8% | $71,457-57.1% |
| Participation rate | 95.1% | 72.7%+22.4pp | 75.2%+19.9pp | 67.9%+27.2pp |
| Annual return | 14.50% | 32.41%-17.9pp | 21.16%-6.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,672 | $2,399+11.4% | $3,048-12.3% | $2,588+3.3% |
| Participant deferral / active EE | $4,591 | $4,109+11.7% | $4,738-3.1% | $4,289+7.0% |
| Admin fee / account holder | $171 | $1,675-89.8% | $8,948-98.1% | $1,587-89.2% |