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 20-8874282 | Recordkeeping | $39,447 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $705 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $170,706 | $70,475+142.2% | $100,516+69.8% | $79,858+113.8% |
| Participation rate | 84.4% | 73.7%+10.7pp | 79.4%+5.0pp | 69.6%+14.7pp |
| Annual return | 20.36% | 21.90%-1.5pp | 30.89%-10.5pp | 31.71%-11.4pp |
| Employer contribution / active EE | $7,076 | $2,165+226.9% | $3,418+107.0% | $2,471+186.4% |
| Participant deferral / active EE | $14,077 | $5,181+171.7% | $6,270+124.5% | $3,740+276.4% |
| Admin fee / account holder | $359 | $4,478-92.0% | $8,081-95.6% | $5,306-93.2% |