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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 | $3,122 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,568 | $88,360-33.7% | $145,433-59.7% | $67,986-13.9% |
| Participation rate | 98.8% | 65.5%+33.3pp | 82.1%+16.6pp | 57.2%+41.6pp |
| Annual return | 44.85% | 63.15%-18.3pp | 66.58%-21.7pp | 31.67%+13.2pp |
| Employer contribution / active EE | $9,717 | $3,054+218.2% | $4,554+113.3% | $2,019+381.3% |
| Participant deferral / active EE | $16,159 | $5,932+172.4% | $7,897+104.6% | $3,358+381.2% |
| Admin fee / account holder | $15 | $3,313-99.5% | $13,129-99.9% | $3,203-99.5% |