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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,155 |
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 | $73,406 | $119,446-38.5% | $150,045-51.1% | $85,563-14.2% |
| Participation rate | 85.5% | 75.4%+10.0pp | 82.3%+3.1pp | 66.0%+19.5pp |
| Annual return | 24.87% | 23.72%+1.1pp | 62.55%-37.7pp | 31.51%-6.6pp |
| Employer contribution / active EE | $4,735 | $4,078+16.1% | $4,693+0.9% | $2,654+78.4% |
| Participant deferral / active EE | $12,912 | $7,985+61.7% | $7,997+61.5% | $4,375+195.1% |
| Admin fee / account holder | $11 | $548-97.9% | $13,435-99.9% | $834-98.6% |