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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,402 |
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 | $27,522 | $64,612-57.4% | $86,436-68.2% | $64,808-57.5% |
| Participation rate | 94.8% | 81.5%+13.4pp | 80.3%+14.5pp | 71.5%+23.4pp |
| Annual return | 15.67% | 0.66%+15.0pp | 4394.89%-4379.2pp | 32.82%-17.1pp |
| Employer contribution / active EE | $2,567 | $2,744-6.5% | $3,769-31.9% | $2,506+2.4% |
| Participant deferral / active EE | $11,002 | $7,497+46.8% | $6,952+58.3% | $4,310+155.3% |
| Admin fee / account holder | $8 | $169-95.5% | $6,731-99.9% | $188-96.0% |