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 | $68,196 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,280 |
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 | $140,181 | $89,436+56.7% | $164,813-14.9% | $77,643+80.5% |
| Participation rate | 95.7% | 78.6%+17.1pp | 78.6%+17.1pp | 70.6%+25.1pp |
| Annual return | 14.30% | 28.83%-14.5pp | 69.93%-55.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,310 | $2,569-10.1% | $4,341-46.8% | $2,726-15.3% |
| Participant deferral / active EE | $9,054 | $4,897+84.9% | $6,031+50.1% | $4,647+94.8% |
| Admin fee / account holder | $388 | $339+14.4% | $12,690-96.9% | $430-9.8% |