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 15 · EIN 13-5674085 | Recordkeeping | $33,505 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,460 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,990 | $72,492+109.7% | $87,100+74.5% | $72,985+108.2% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 24.84% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,742 | $1,894-8.0% | $2,521-30.9% | $2,440-28.6% |
| Participant deferral / active EE | $9,017 | $3,270+175.8% | $4,049+122.7% | $3,607+150.0% |
| Admin fee / account holder | $360 | $5,055-92.9% | $7,497-95.2% | $5,124-93.0% |