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 41-1812533 | Recordkeeping | $69,912 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,944 |
ADP BROKER-DEALER3 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,105 | $71,142+66.0% | $119,609-1.3% | $64,808+82.2% |
| Participation rate | 93.3% | 78.6%+14.7pp | 79.3%+14.0pp | 71.5%+21.8pp |
| Annual return | -13.88% | -10.01%-3.9pp | -14.97%+1.1pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,787 | $2,497-28.5% | $4,232-57.8% | $2,506-28.7% |
| Participant deferral / active EE | $8,487 | $4,490+89.0% | $5,602+51.5% | $4,310+96.9% |
| Admin fee / account holder | $389 | $162+140.1% | $10,323-96.2% | $188+107.3% |