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 7-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 | $4,005 |
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 | $58,904 | $106,028-44.4% | $146,958-59.9% | $77,643-24.1% |
| Participation rate | 86.9% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 23.15% | 56.73%-33.6pp | 418.34%-395.2pp | 31.24%-8.1pp |
| Employer contribution / active EE | $5,177 | $4,063+27.4% | $4,933+5.0% | $2,726+89.9% |
| Participant deferral / active EE | $14,022 | $7,990+75.5% | $8,070+73.8% | $4,647+201.7% |
| Admin fee / account holder | $13 | $337-96.1% | $12,998-99.9% | $430-96.9% |