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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,535 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $75,438 | $55,371+36.2% | $95,585-21.1% | $74,304+1.5% |
| Participation rate | 92.1% | 53.8%+38.3pp | 72.1%+20.0pp | 60.3%+31.7pp |
| Annual return | 7.78% | 24.26%-16.5pp | 38.56%-30.8pp | 29.43%-21.7pp |
| Employer contribution / active EE | $2,497 | $1,437+73.7% | $2,527-1.2% | $2,241+11.4% |
| Participant deferral / active EE | $4,918 | $2,955+66.4% | $4,023+22.3% | $3,767+30.5% |
| Admin fee / account holder | $52 | $2,620-98.0% | $6,127-99.2% | $2,969-98.2% |