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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 | $6,888 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,236 | $106,110+7.7% | $147,005-22.3% | $77,671+47.1% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 18.58% | 56.77%-38.2pp | 418.76%-400.2pp | 31.21%-12.6pp |
| Employer contribution / active EE | $6,299 | $4,065+55.0% | $4,934+27.7% | $2,726+131.0% |
| Participant deferral / active EE | $11,144 | $7,992+39.4% | $8,070+38.1% | $4,648+139.8% |
| Admin fee / account holder | $17 | $338-95.0% | $13,006-99.9% | $430-96.1% |