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 | $16,707 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,771 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,844 | $86,655-75.9% | $119,609-82.6% | $66,914-68.8% |
| Participation rate | 83.3% | 75.6%+7.8pp | 79.3%+4.1pp | 69.8%+13.5pp |
| Annual return | -14.36% | -8.00%-6.4pp | -14.97%+0.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,385 | $2,536-45.4% | $4,232-67.3% | $2,544-45.6% |
| Participant deferral / active EE | $2,248 | $4,358-48.4% | $5,602-59.9% | $4,237-47.0% |
| Admin fee / account holder | $65 | $755-91.4% | $10,323-99.4% | $593-89.1% |