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 59 · EIN 13-5674085 | Shareholder Servicing | $37,860 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,762 |
ADP BROKER-DEALER8+ 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 | $48,976 | $65,435-25.2% | $86,677-43.5% | $66,914-26.8% |
| Participation rate | 98.1% | 75.5%+22.7pp | 76.6%+21.5pp | 69.8%+28.3pp |
| Annual return | -14.54% | -10.89%-3.7pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,043 | $2,153-5.1% | $2,836-28.0% | $2,544-19.7% |
| Participant deferral / active EE | $3,800 | $4,100-7.3% | $4,656-18.4% | $4,237-10.3% |
| Admin fee / account holder | $191 | $642-70.2% | $7,493-97.4% | $593-67.7% |