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 |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $40,823 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,626 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,949 | $73,638-15.9% | $95,952-35.4% | $73,488-15.7% |
| Participation rate | 97.3% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 12.27% | 16.78%-4.5pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,547 | $1,863-17.0% | $2,541-39.1% | $2,270-31.9% |
| Participant deferral / active EE | $2,556 | $3,617-29.3% | $4,167-38.7% | $3,740-31.7% |
| Admin fee / account holder | $187 | $482-61.3% | $6,795-97.3% | $513-63.6% |