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 | $862 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,580 | $86,929+54.8% | $102,423+31.4% | $80,856+66.4% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.6%+23.5pp |
| Annual return | 14.05% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,469 | $2,369+4.2% | $3,023-18.3% | $2,755-10.4% |
| Participant deferral / active EE | $11,331 | $4,118+175.1% | $5,053+124.2% | $4,296+163.8% |
| Admin fee / account holder | $308 | $8,049-96.2% | $9,451-96.7% | $6,918-95.5% |