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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,474 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $9,746 |
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 | $82,538 | $49,915+65.4% | $154,803-46.7% | $74,304+11.1% |
| Participation rate | 70.1% | 54.0%+16.1pp | 78.1%-8.0pp | 60.3%+9.7pp |
| Annual return | 12.53% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,041 | $1,611+88.7% | $4,305-29.4% | $2,241+35.7% |
| Participant deferral / active EE | $3,259 | $2,255+44.5% | $5,540-41.2% | $3,767-13.5% |
| Admin fee / account holder | $278 | $2,189-87.3% | $14,329-98.1% | $2,969-90.6% |