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 20-8764829 | Recordkeeping | $31,578 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,961 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $62,030 | $101,499-38.9% | $147,005-57.8% | $74,546-16.8% |
| Participation rate | 91.3% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 14.25% | 8732.34%-8718.1pp | 418.76%-404.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $546 | $3,811-85.7% | $4,934-88.9% | $2,624-79.2% |
| Participant deferral / active EE | $7,382 | $7,304+1.1% | $8,070-8.5% | $4,347+69.8% |
| Admin fee / account holder | $337 | $1,748-80.7% | $13,006-97.4% | $1,944-82.7% |