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 | $71,187 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,160 |
ADP BROKER-DEALER4 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 | $129,858 | $91,372+42.1% | $129,995-0.1% | $74,419+74.5% |
| Participation rate | 95.3% | 77.8%+17.5pp | 78.5%+16.8pp | 70.7%+24.5pp |
| Annual return | 16.72% | 23.21%-6.5pp | -137.18%+153.9pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,342 | $2,563-8.6% | $4,320-45.8% | $2,637-11.2% |
| Participant deferral / active EE | $9,374 | $4,721+98.6% | $5,820+61.1% | $4,528+107.0% |
| Admin fee / account holder | $391 | $283+38.0% | $10,614-96.3% | $348+12.4% |