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 13-5674085 | Recordkeeping | $48,826 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,638 |
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 | $88,865 | $100,923-11.9% | $150,045-40.8% | $74,304+19.6% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.3%+12.0pp | 60.3%+34.0pp |
| Annual return | 15.48% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,376 | $3,463-2.5% | $4,693-28.1% | $2,241+50.6% |
| Participant deferral / active EE | $12,603 | $6,709+87.8% | $7,997+57.6% | $3,767+234.5% |
| Admin fee / account holder | $320 | $2,767-88.4% | $13,435-97.6% | $2,969-89.2% |