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 8-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,709 |
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 | $44,207 | $44,960-1.7% | $84,966-48.0% | $74,495-40.7% |
| Participation rate | 78.6% | 49.4%+29.2pp | 67.5%+11.1pp | 67.2%+11.4pp |
| Annual return | 14.84% | 26.24%-11.4pp | 66.38%-51.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,614 | $1,457+79.4% | $2,727-4.1% | $2,623-0.3% |
| Participant deferral / active EE | $4,999 | $2,731+83.0% | $4,519+10.6% | $4,346+15.0% |
| Admin fee / account holder | $243 | $2,209-89.0% | $6,149-96.1% | $1,942-87.5% |