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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,318 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $29,791 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,749 | $68,914+14.3% | $136,749-42.4% | $74,304+6.0% |
| Participation rate | 97.1% | 51.3%+45.8pp | 72.1%+25.0pp | 60.3%+36.8pp |
| Annual return | 11.02% | 16.34%-5.3pp | 24.33%-13.3pp | 29.43%-18.4pp |
| Employer contribution / active EE | $4,606 | $1,561+195.0% | $3,400+35.5% | $2,241+105.5% |
| Participant deferral / active EE | $6,309 | $2,541+148.3% | $4,692+34.5% | $3,767+67.5% |
| Admin fee / account holder | $359 | $3,149-88.6% | $11,386-96.9% | $2,969-87.9% |