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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,884 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,542 |
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 | $62,869 | $58,208+8.0% | $81,812-23.2% | $80,856-22.2% |
| Participation rate | 87.7% | 63.4%+24.3pp | 72.3%+15.3pp | 67.6%+20.0pp |
| Annual return | 15.81% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,552 | $2,340-33.7% | $2,912-46.7% | $2,755-43.7% |
| Participant deferral / active EE | $9,661 | $3,281+194.5% | $4,319+123.7% | $4,296+124.9% |
| Admin fee / account holder | $157 | $4,981-96.9% | $7,386-97.9% | $6,918-97.7% |