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 4-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 | $3,122 |
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 | $58,568 | $100,923-42.0% | $150,045-61.0% | $74,304-21.2% |
| Participation rate | 98.8% | 70.1%+28.7pp | 82.3%+16.4pp | 60.3%+38.4pp |
| Annual return | 44.85% | 51.77%-6.9pp | 62.55%-17.7pp | 29.43%+15.4pp |
| Employer contribution / active EE | $9,717 | $3,463+180.6% | $4,693+107.0% | $2,241+333.6% |
| Participant deferral / active EE | $16,159 | $6,709+140.8% | $7,997+102.1% | $3,767+328.9% |
| Admin fee / account holder | $15 | $2,767-99.4% | $13,435-99.9% | $2,969-99.5% |