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 | $43,028 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,864 |
ADP BROKER-DEALER9+ 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 | $116,522 | $91,538+27.3% | $129,995-10.4% | $75,163+55.0% |
| Participation rate | 79.4% | 71.4%+7.9pp | 78.5%+0.9pp | 67.2%+12.2pp |
| Annual return | 22.84% | -631.11%+653.9pp | -137.18%+160.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $7,063 | $2,845+148.2% | $4,320+63.5% | $2,670+164.6% |
| Participant deferral / active EE | $23,172 | $4,341+433.8% | $5,820+298.1% | $4,125+461.7% |
| Admin fee / account holder | $466 | $6,790-93.1% | $10,614-95.6% | $5,651-91.8% |