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 10-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,340 |
Filed as: THE INVESTMENT COUNSEL COMPANY OF N Service code 15 · EIN 88-0228985 | Recordkeeping | $41,239 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,002 | $62,688-36.2% | $178,014-77.5% | $77,671-48.5% |
| Participation rate | 18.6% | 66.9%-48.3pp | 77.1%-58.5pp | 70.6%-51.9pp |
| Annual return | 10.93% | 16.16%-5.2pp | 294.80%-283.9pp | 31.21%-20.3pp |
| Employer contribution / active EE | $248 | $1,912-87.1% | $3,950-93.7% | $2,726-90.9% |
| Participant deferral / active EE | $1,763 | $4,224-58.3% | $6,276-71.9% | $4,648-62.1% |
| Admin fee / account holder | $236 | $386-38.8% | $10,362-97.7% | $430-45.1% |