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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,931 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $15,310 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,846 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,804 | $78,485-58.2% | $106,213-69.1% | $74,495-56.0% |
| Participation rate | 97.2% | 72.8%+24.4pp | 75.3%+21.9pp | 67.2%+30.0pp |
| Annual return | 8.76% | 15.95%-7.2pp | 116.14%-107.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $3,087 | $2,523+22.4% | $3,171-2.7% | $2,623+17.7% |
| Participant deferral / active EE | $4,414 | $4,322+2.1% | $5,016-12.0% | $4,346+1.6% |
| Admin fee / account holder | $170 | $2,232-92.4% | $11,033-98.5% | $1,942-91.3% |