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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,156 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,504 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,800 | $76,050-30.6% | $96,544-45.3% | $71,457-26.1% |
| Participation rate | 95.4% | 74.4%+21.0pp | 76.0%+19.5pp | 67.9%+27.5pp |
| Annual return | 10.11% | 22.81%-12.7pp | 25.84%-15.7pp | 28.85%-18.7pp |
| Employer contribution / active EE | $2,226 | $2,244-0.8% | $2,965-24.9% | $2,588-14.0% |
| Participant deferral / active EE | $4,223 | $4,215+0.2% | $4,851-12.9% | $4,289-1.5% |
| Admin fee / account holder | $204 | $2,707-92.5% | $8,252-97.5% | $1,587-87.2% |