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 | $88,360-21.5% | $145,433-52.3% | $67,986+2.0% |
| Participation rate | 99.1% | 65.5%+33.6pp | 82.1%+17.0pp | 57.2%+41.9pp |
| Annual return | 21.49% | 63.15%-41.7pp | 66.58%-45.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $3,511 | $3,054+15.0% | $4,554-22.9% | $2,019+73.9% |
| Participant deferral / active EE | $9,588 | $5,932+61.6% | $7,897+21.4% | $3,358+185.5% |
| Admin fee / account holder | $346 | $3,313-89.5% | $13,129-97.4% | $3,203-89.2% |