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 | $39,955 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,001 |
ADP BROKER-DEALER8+ 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 | $88,620 | $86,655+2.3% | $119,609-25.9% | $66,914+32.4% |
| Participation rate | 84.3% | 75.6%+8.8pp | 79.3%+5.1pp | 69.8%+14.5pp |
| Annual return | -17.47% | -8.00%-9.5pp | -14.97%-2.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,664 | $2,536+5.1% | $4,232-37.0% | $2,544+4.7% |
| Participant deferral / active EE | $11,324 | $4,358+159.9% | $5,602+102.1% | $4,237+167.3% |
| Admin fee / account holder | $397 | $755-47.4% | $10,323-96.2% | $593-33.1% |