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 | $24,767 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,244 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,207 | $135,489-74.0% | $146,665-76.0% | - |
| Participation rate | 93.9% | 76.3%+17.6pp | 80.1%+13.9pp | - |
| Annual return | 16.51% | 13.52%+3.0pp | 22.74%-6.2pp | - |
| Employer contribution / active EE | $1,850 | $2,259-18.1% | $4,136-55.3% | - |
| Participant deferral / active EE | $3,592 | $3,661-1.9% | $5,506-34.8% | - |
| Admin fee / account holder | $112 | $5,216-97.9% | $10,280-98.9% | - |