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 | $26,264 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,948 |
ADP BROKER-DEALER4 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.)
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 | $49,364 | $105,181-53.1% | $159,436-69.0% | $85,850-42.5% |
| Participation rate | 92.5% | 75.8%+16.8pp | 82.8%+9.7pp | 69.3%+23.2pp |
| Annual return | 13.82% | 45.07%-31.3pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,004 | $3,318-39.6% | $4,829-58.5% | $2,565-21.9% |
| Participant deferral / active EE | $9,523 | $5,945+60.2% | $7,352+29.5% | $3,952+141.0% |
| Admin fee / account holder | $343 | $6,933-95.1% | $10,799-96.8% | $6,260-94.5% |