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 | $44,750 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,405 |
ADP BROKER-DEALER7+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,850 | $93,182+24.3% | $146,665-21.0% | $79,386+45.9% |
| Participation rate | 76.3% | 76.4%-0.2pp | 80.1%-3.8pp | 70.7%+5.6pp |
| Annual return | 13.00% | 21.61%-8.6pp | 22.74%-9.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,898 | $2,420-21.5% | $4,136-54.1% | $2,427-21.8% |
| Participant deferral / active EE | $4,753 | $4,169+14.0% | $5,506-13.7% | $4,046+17.5% |
| Admin fee / account holder | $482 | $585-17.7% | $10,280-95.3% | $626-23.1% |