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 13-5674085 | Recordkeeping | $40,459 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,713 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 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 | $98,456 | $81,474+20.8% | $133,956-26.5% | $73,488+34.0% |
| Participation rate | 77.3% | 76.4%+1.0pp | 79.8%-2.5pp | 70.7%+6.7pp |
| Annual return | 9.57% | 19.40%-9.8pp | 45.09%-35.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,917 | $2,209-13.2% | $3,919-51.1% | $2,270-15.6% |
| Participant deferral / active EE | $4,647 | $3,786+22.7% | $5,048-7.9% | $3,740+24.3% |
| Admin fee / account holder | $411 | $713-42.4% | $8,927-95.4% | $513-19.9% |