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 9-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 | $30,784 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,900 |
ADP BROKER-DEALER2 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 | $69,329 | $100,923-31.3% | $150,045-53.8% | $74,304-6.7% |
| Participation rate | 99.1% | 70.1%+29.0pp | 82.3%+16.8pp | 60.3%+38.8pp |
| Annual return | 21.49% | 51.77%-30.3pp | 62.55%-41.1pp | 29.43%-7.9pp |
| Employer contribution / active EE | $3,511 | $3,463+1.4% | $4,693-25.2% | $2,241+56.7% |
| Participant deferral / active EE | $9,588 | $6,709+42.9% | $7,997+19.9% | $3,767+154.5% |
| Admin fee / account holder | $346 | $2,767-87.5% | $13,435-97.4% | $2,969-88.3% |