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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,781 |
Service code 15 · EIN 85-1541267 | Recordkeeping | $50,494 |
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).
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 | $16,694 | $43,113-61.3% | $82,719-79.8% | $77,904-78.6% |
| Participation rate | 33.1% | 63.8%-30.8pp | 72.6%-39.5pp | 73.7%-40.6pp |
| Annual return | -14.38% | 2.60%-17.0pp | 701.18%-715.6pp | 12.21%-26.6pp |
| Employer contribution / active EE | $739 | $1,924-61.6% | $3,009-75.5% | $2,848-74.1% |
| Participant deferral / active EE | $2,167 | $3,057-29.1% | $4,395-50.7% | $4,806-54.9% |
| Admin fee / account holder | $180 | $102+76.1% | $5,329-96.6% | $133+35.9% |