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 | $156,201 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $86,707 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,060 | $91,621-69.4% | $67,511-58.4% | $77,671-63.9% |
| Participation rate | 97.0% | 76.0%+21.0pp | 72.9%+24.1pp | 70.6%+26.4pp |
| Annual return | 11.66% | 14.87%-3.2pp | 3517.41%-3505.8pp | 31.21%-19.6pp |
| Employer contribution / active EE | $1,651 | $3,184-48.1% | $2,733-39.6% | $2,726-39.4% |
| Participant deferral / active EE | $3,764 | $3,906-3.6% | $4,000-5.9% | $4,648-19.0% |
| Admin fee / account holder | $137 | $176-22.6% | $3,999-96.6% | $430-68.3% |