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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $360 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,403 | $32,117-73.8% | $71,086-88.2% | $64,186-86.9% |
| Participation rate | 80.9% | 42.7%+38.2pp | 54.7%+26.2pp | 69.6%+11.3pp |
| Annual return | -5.71% | -5.57%-0.1pp | 650.59%-656.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $126 | $712-82.4% | $1,088-88.5% | $2,381-94.7% |
| Participant deferral / active EE | $666 | $1,263-47.3% | $1,874-64.5% | $3,470-80.8% |
| Admin fee / account holder | $92 | $2,759-96.7% | $3,082-97.0% | $4,888-98.1% |