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 8-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,243 |
ARMANINO LLP1 year Service code 15 · EIN 94-6214841 | Recordkeeping | $5,460 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,766 | $82,202-78.4% | $125,339-85.8% | $64,808-72.6% |
| Participation rate | 91.0% | 77.9%+13.2pp | 82.4%+8.7pp | 71.5%+19.6pp |
| Annual return | 8.85% | 3.48%+5.4pp | 572.05%-563.2pp | 32.82%-24.0pp |
| Employer contribution / active EE | $2,005 | $3,615-44.5% | $4,814-58.3% | $2,506-20.0% |
| Participant deferral / active EE | $6,597 | $7,175-8.1% | $7,446-11.4% | $4,310+53.1% |
| Admin fee / account holder | $96 | $163-41.4% | $10,010-99.0% | $188-49.1% |