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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,133 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $26,854 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,728 | $65,435-42.3% | $86,677-56.5% | $66,914-43.6% |
| Participation rate | 95.5% | 75.5%+20.0pp | 76.6%+18.9pp | 69.8%+25.7pp |
| Annual return | 40.82% | -10.89%+51.7pp | 35.91%+4.9pp | 1.58%+39.2pp |
| Employer contribution / active EE | $1,947 | $2,153-9.6% | $2,836-31.3% | $2,544-23.5% |
| Participant deferral / active EE | $4,429 | $4,100+8.0% | $4,656-4.9% | $4,237+4.5% |
| Admin fee / account holder | $246 | $642-61.7% | $7,493-96.7% | $593-58.6% |