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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,198 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $1,875 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $40 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $85,498 | $241,101-64.5% | $103,333-17.3% | $199,593-57.2% |
| Participation rate | 84.6% | 78.3%+6.3pp | 74.5%+10.0pp | 72.0%+12.6pp |
| Annual return | 61.59% | 17.80%+43.8pp | 24.88%+36.7pp | 34.25%+27.3pp |
| Employer contribution / active EE | $3,768 | $4,244-11.2% | $3,868-2.6% | $3,034+24.2% |
| Participant deferral / active EE | $7,645 | $3,958+93.2% | $5,057+51.2% | $5,087+50.3% |
| Admin fee / account holder | $14 | $288-95.0% | $8,355-99.8% | $269-94.7% |