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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,442 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,205 | $47,105+97.9% | $68,368+36.3% | $67,986+37.1% |
| Participation rate | 81.2% | 51.8%+29.4pp | 73.8%+7.4pp | 57.2%+24.0pp |
| Annual return | 10.09% | 48.37%-38.3pp | 292.57%-282.5pp | 31.67%-21.6pp |
| Employer contribution / active EE | $1,441 | $1,859-22.5% | $2,649-45.6% | $2,019-28.6% |
| Participant deferral / active EE | $3,842 | $2,374+61.8% | $4,123-6.8% | $3,358+14.4% |
| Admin fee / account holder | $103 | $2,435-95.8% | $5,150-98.0% | $3,203-96.8% |