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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,365 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,355 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,953 | $82,664-42.0% | $125,339-61.7% | $68,494-30.0% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,588 | $3,381+6.1% | $4,814-25.5% | $2,596+38.2% |
| Participant deferral / active EE | $17,614 | $6,110+188.3% | $7,446+136.5% | $4,027+337.4% |
| Admin fee / account holder | $355 | $6,275-94.3% | $10,010-96.5% | $5,403-93.4% |