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 |
|---|---|---|
Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $20,791 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,403 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $29,908 | $65,435-54.3% | $86,677-65.5% | $66,914-55.3% |
| Participation rate | 70.8% | 75.5%-4.7pp | 76.6%-5.8pp | 69.8%+1.0pp |
| Annual return | -17.01% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,884 | $2,153-12.5% | $2,836-33.6% | $2,544-25.9% |
| Participant deferral / active EE | $3,612 | $4,100-11.9% | $4,656-22.4% | $4,237-14.7% |
| Admin fee / account holder | $193 | $642-69.9% | $7,493-97.4% | $593-67.4% |