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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,914 |
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 | $36,345 | $73,397-50.5% | $178,014-79.6% | $74,546-51.2% |
| Participation rate | 99.6% | 66.6%+33.0pp | 77.1%+22.5pp | 67.2%+32.4pp |
| Annual return | 13.80% | 17.49%-3.7pp | 294.80%-281.0pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,338 | $2,217+5.4% | $3,950-40.8% | $2,624-10.9% |
| Participant deferral / active EE | $3,880 | $4,512-14.0% | $6,276-38.2% | $4,347-10.8% |
| Admin fee / account holder | $33 | $1,809-98.2% | $10,362-99.7% | $1,944-98.3% |