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 61-1495162 | Recordkeeping | $32,217 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,810 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,104 | $84,784-30.3% | $98,439-40.0% | $74,419-20.6% |
| Participation rate | 69.9% | 81.5%-11.6pp | 75.2%-5.2pp | 70.7%-0.8pp |
| Annual return | 22.97% | 20.59%+2.4pp | 21.16%+1.8pp | 34.38%-11.4pp |
| Employer contribution / active EE | $3,147 | $3,364-6.5% | $3,048+3.3% | $2,637+19.3% |
| Participant deferral / active EE | $5,856 | $5,218+12.2% | $4,738+23.6% | $4,528+29.3% |
| Admin fee / account holder | $307 | $204+50.0% | $8,948-96.6% | $348-11.8% |