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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,237 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $24,094 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,957 | $86,944-35.6% | $107,525-48.0% | $74,304-24.7% |
| Participation rate | 75.2% | 59.6%+15.6pp | 75.1%+0.1pp | 60.3%+14.8pp |
| Annual return | 14.64% | 23.52%-8.9pp | 181.32%-166.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,716 | $3,554-23.6% | $5,116-46.9% | $3,767-27.9% |
| Admin fee / account holder | $365 | $3,727-90.2% | $8,919-95.9% | $2,969-87.7% |