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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $88,893 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $37,341 |
ADP BROKER-DEALER5 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 | $55,953 | $61,058-8.4% | $71,209-21.4% | $85,563-34.6% |
| Participation rate | 98.2% | 58.6%+39.6pp | 73.8%+24.4pp | 66.0%+32.2pp |
| Annual return | 18.14% | 100.41%-82.3pp | 282.51%-264.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $4,091 | $2,199+86.1% | $2,721+50.3% | $2,654+54.2% |
| Participant deferral / active EE | $4,414 | $3,173+39.1% | $4,175+5.7% | $4,375+0.9% |
| Admin fee / account holder | $399 | $855-53.3% | $5,349-92.5% | $834-52.1% |