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 | $41,397 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,307 |
ADP BROKER-DEALER9+ 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 | $114,849 | $82,978+38.4% | $129,995-11.7% | $71,457+60.7% |
| Participation rate | 77.6% | 74.1%+3.5pp | 78.5%-0.9pp | 67.9%+9.7pp |
| Annual return | 16.01% | 20.60%-4.6pp | -137.18%+153.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,306 | $2,622-12.0% | $4,320-46.6% | $2,588-10.9% |
| Participant deferral / active EE | $5,661 | $4,432+27.7% | $5,820-2.7% | $4,289+32.0% |
| Admin fee / account holder | $494 | $1,729-71.4% | $10,614-95.3% | $1,587-68.9% |