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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $83,075 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,435 | $89,436-71.6% | $164,813-84.6% | $77,643-67.2% |
| Participation rate | 86.4% | 78.6%+7.8pp | 78.6%+7.8pp | 70.6%+15.9pp |
| Annual return | 8.83% | 28.83%-20.0pp | 69.93%-61.1pp | 31.24%-22.4pp |
| Employer contribution / active EE | $1,078 | $2,569-58.0% | $4,341-75.2% | $2,726-60.5% |
| Participant deferral / active EE | $3,827 | $4,897-21.8% | $6,031-36.5% | $4,647-17.6% |
| Admin fee / account holder | $132 | $339-61.2% | $12,690-99.0% | $430-69.4% |