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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,191 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $33,261 |
ADP BROKER-DEALER1 year 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.)
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 | $36,685 | $71,516-48.7% | $98,439-62.7% | $71,457-48.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | -6.14% | 32.41%-38.6pp | 21.16%-27.3pp | 28.85%-35.0pp |
| Employer contribution / active EE | $2,887 | $2,399+20.3% | $3,048-5.3% | $2,588+11.6% |
| Participant deferral / active EE | $3,326 | $4,109-19.1% | $4,738-29.8% | $4,289-22.5% |
| Admin fee / account holder | $452 | $1,675-73.0% | $8,948-94.9% | $1,587-71.5% |