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 7-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 | $4,693 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $61,818 | $106,110-41.7% | $147,005-57.9% | $77,671-20.4% |
| Participation rate | 86.1% | 78.4%+7.7pp | 82.2%+4.0pp | 70.6%+15.6pp |
| Annual return | 21.92% | 56.77%-34.9pp | 418.76%-396.8pp | 31.21%-9.3pp |
| Employer contribution / active EE | $3,871 | $4,065-4.8% | $4,934-21.6% | $2,726+42.0% |
| Participant deferral / active EE | $12,630 | $7,992+58.0% | $8,070+56.5% | $4,648+171.7% |
| Admin fee / account holder | $10 | $338-97.1% | $13,006-99.9% | $430-97.7% |