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 | $56,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,786 | $54,517-56.4% | $75,972-68.7% | $74,495-68.1% |
| Participation rate | 88.2% | 60.3%+27.9pp | 69.1%+19.1pp | 67.2%+21.0pp |
| Annual return | 10.44% | 31.82%-21.4pp | 359.55%-349.1pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $743 | $1,777-58.2% | $2,685-72.3% | $2,623-71.7% |
| Participant deferral / active EE | $5,200 | $3,066+69.6% | $4,255+22.2% | $4,346+19.6% |
| Admin fee / account holder | $318 | $2,229-85.7% | $6,467-95.1% | $1,942-83.6% |