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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,001 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 15 · EIN 20-1113894 | Recordkeeping | $10,796 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $63,205 | $84,936-25.6% | $111,297-43.2% | $79,386-20.4% |
| Participation rate | 71.1% | 75.9%-4.7pp | 77.3%-6.2pp | 70.7%+0.4pp |
| Annual return | 13.81% | 17.45%-3.6pp | 54.65%-40.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,480 | $1,979-25.2% | $2,731-45.8% | $2,427-39.0% |
| Participant deferral / active EE | $3,056 | $3,888-21.4% | $4,487-31.9% | $4,046-24.5% |
| Admin fee / account holder | $219 | $537-59.3% | $7,964-97.3% | $626-65.1% |