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 3-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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,020 |
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 | $61,718 | $76,774-19.6% | $112,228-45.0% | $77,904-20.8% |
| Participation rate | 80.8% | 80.2%+0.6pp | 75.1%+5.7pp | 73.7%+7.1pp |
| Annual return | 42.36% | -10.25%+52.6pp | 27.45%+14.9pp | 12.21%+30.1pp |
| Employer contribution / active EE | $3,782 | $3,977-4.9% | $3,635+4.1% | $2,848+32.8% |
| Participant deferral / active EE | $6,924 | $3,778+83.3% | $4,728+46.5% | $4,806+44.1% |
| Admin fee / account holder | $8 | $239-96.5% | $6,410-99.9% | $133-93.7% |