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 | $85,164 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,316 |
ADP BROKER-DEALER2+ 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 | $171,937 | $74,089+132.1% | $133,980+28.3% | $55,167+211.7% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.1%+9.6pp | 69.0%+27.7pp |
| Annual return | 11.36% | 12.11%-0.8pp | 29.30%-17.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $11,638 | $3,064+279.9% | $5,211+123.3% | $1,963+493.0% |
| Participant deferral / active EE | $14,013 | $4,678+199.6% | $6,282+123.1% | $3,054+358.8% |
| Admin fee / account holder | $303 | $458-33.8% | $9,324-96.7% | $504-39.8% |