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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,632 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,715 | $50,464+0.5% | $75,781-33.1% | $52,331-3.1% |
| Participation rate | 96.9% | 66.8%+30.1pp | 75.8%+21.1pp | 68.1%+28.8pp |
| Annual return | -3.18% | 1.03%-4.2pp | 9.68%-12.9pp | 4.54%-7.7pp |
| Employer contribution / active EE | $3,791 | $1,988+90.6% | $3,323+14.1% | $1,882+101.4% |
| Participant deferral / active EE | $3,551 | $2,570+38.1% | $3,651-2.8% | $3,022+17.5% |
| Admin fee / account holder | $12 | $1,103-98.9% | $5,299-99.8% | $592-98.0% |