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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $365,196 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $33,781 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 15 · EIN 45-4084437 | Recordkeeping | $17,000 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $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).
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 | $33,630 | $36,728-8.4% | $56,441-40.4% | $99,061-66.1% |
| Participation rate | 27.1% | 25.4%+1.7pp | 52.5%-25.4pp | 71.6%-44.5pp |
| Annual return | 13.04% | 14.66%-1.6pp | 1704.21%-1691.2pp | 17.66%-4.6pp |
| Employer contribution / active EE | $433 | $415+4.6% | $1,039-58.3% | $3,261-86.7% |
| Participant deferral / active EE | $1,397 | $1,058+32.1% | $1,953-28.5% | $5,331-73.8% |
| Admin fee / account holder | $137 | $113+21.5% | $2,829-95.1% | $109+26.1% |