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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,633 |
Filed as: THE INVESTMENT COUNSEL COMPANY OF N Service code 15 · EIN 88-0228985 | Recordkeeping | $7,554 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $37,330 | $69,848-46.6% | $115,756-67.8% | $66,914-44.2% |
| Participation rate | 91.5% | 70.6%+20.9pp | 77.1%+14.5pp | 69.8%+21.7pp |
| Annual return | -13.80% | 969.66%-983.5pp | 143.14%-156.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,545 | $2,613-40.9% | $3,793-59.3% | $2,544-39.3% |
| Participant deferral / active EE | $3,030 | $4,274-29.1% | $6,254-51.5% | $4,237-28.5% |
| Admin fee / account holder | $117 | $337-65.4% | $8,124-98.6% | $593-80.3% |