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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,113 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $33,969 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,562 | $49,693+1.7% | $70,515-28.3% | $74,419-32.1% |
| Participation rate | 65.0% | 64.7%+0.4pp | 68.3%-3.3pp | 70.7%-5.7pp |
| Annual return | 16.30% | 21.22%-4.9pp | 32.77%-16.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,576 | $1,773-11.1% | $2,973-47.0% | $2,637-40.2% |
| Participant deferral / active EE | $2,705 | $3,376-19.9% | $4,567-40.8% | $4,528-40.3% |
| Admin fee / account holder | $156 | $316-50.5% | $6,412-97.6% | $348-55.0% |