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 | $49,247 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,350 |
ADP BROKER-DEALER3 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 | $112,762 | $64,119+75.9% | $112,228+0.5% | $66,914+68.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.07% | -13.81%-3.3pp | 27.45%-44.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $7,867 | $3,005+161.8% | $3,635+116.5% | $2,544+209.2% |
| Participant deferral / active EE | $7,849 | $3,693+112.5% | $4,728+66.0% | $4,237+85.3% |
| Admin fee / account holder | $322 | $625-48.5% | $6,410-95.0% | $593-45.7% |