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 | $56,317+65.5% | $71,209+30.9% | $74,304+25.4% |
| Participation rate | 81.2% | 55.1%+26.0pp | 73.8%+7.4pp | 60.3%+20.8pp |
| Annual return | 10.09% | 42.83%-32.7pp | 282.51%-272.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $1,441 | $2,160-33.3% | $2,721-47.1% | $2,241-35.7% |
| Participant deferral / active EE | $3,842 | $2,788+37.8% | $4,175-8.0% | $3,767+2.0% |
| Admin fee / account holder | $103 | $2,290-95.5% | $5,349-98.1% | $2,969-96.5% |