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 4-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 | $4,477 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,930 | $71,516+13.2% | $98,439-17.8% | $71,457+13.3% |
| Participation rate | 99.2% | 72.7%+26.5pp | 75.2%+24.0pp | 67.9%+31.3pp |
| Annual return | 23.16% | 32.41%-9.2pp | 21.16%+2.0pp | 28.85%-5.7pp |
| Employer contribution / active EE | $8,913 | $2,399+271.6% | $3,048+192.4% | $2,588+244.5% |
| Participant deferral / active EE | $18,208 | $4,109+343.2% | $4,738+284.3% | $4,289+324.5% |
| Admin fee / account holder | $16 | $1,675-99.0% | $8,948-99.8% | $1,587-99.0% |