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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,224 |
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 | $108,885 | $92,055+18.3% | $106,213+2.5% | $77,643+40.2% |
| Participation rate | 97.4% | 81.0%+16.4pp | 75.3%+22.1pp | 70.6%+26.8pp |
| Annual return | 25.37% | 17.91%+7.5pp | 116.14%-90.8pp | 31.24%-5.9pp |
| Employer contribution / active EE | $9,384 | $3,367+178.7% | $3,171+195.9% | $2,726+244.3% |
| Participant deferral / active EE | $19,147 | $5,386+255.5% | $5,016+281.7% | $4,647+312.0% |
| Admin fee / account holder | $24 | $219-89.1% | $11,033-99.8% | $430-94.4% |