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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,005 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $1,050 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $7 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $78,653 | $88,480-11.1% | $96,683-18.6% | $80,160-1.9% |
| Participation rate | 45.3% | 79.9%-34.6pp | 74.3%-29.0pp | 72.9%-27.6pp |
| Annual return | 33.40% | 22.53%+10.9pp | 35.69%-2.3pp | 40.38%-7.0pp |
| Employer contribution / active EE | $2,157 | $4,176-48.4% | $3,737-42.3% | $2,978-27.6% |
| Participant deferral / active EE | $4,499 | $3,959+13.7% | $4,878-7.8% | $5,017-10.3% |
| Admin fee / account holder | $15 | $212-93.0% | $6,730-99.8% | $145-89.7% |