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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,514 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,653 | $77,314+88.4% | $177,989-18.2% | $80,856+80.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.1pp | 67.6%+29.5pp |
| Annual return | 13.74% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,164 | $2,292-49.2% | $3,949-70.5% | $2,755-57.7% |
| Participant deferral / active EE | $12,622 | $4,411+186.2% | $6,276+101.1% | $4,296+193.8% |
| Admin fee / account holder | $317 | $7,191-95.6% | $10,363-96.9% | $6,918-95.4% |