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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,504 |
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 | $72,795 | $93,571-22.2% | $135,903-46.4% | $75,163-3.2% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.3pp | 67.2%+24.1pp |
| Annual return | 17.13% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,862 | $3,537+65.8% | $4,856+20.7% | $2,670+119.6% |
| Participant deferral / active EE | $7,135 | $6,404+11.4% | $7,758-8.0% | $4,125+73.0% |
| Admin fee / account holder | $308 | $6,975-95.6% | $10,762-97.1% | $5,651-94.5% |