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 | $48,419 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,139 |
ADP BROKER-DEALER4 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 | $144,699 | $76,670+88.7% | $96,683+49.7% | $71,457+102.5% |
| Participation rate | 99.3% | 66.6%+32.7pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 18.19% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $7,113 | $3,031+134.6% | $3,737+90.4% | $2,588+174.9% |
| Participant deferral / active EE | $7,883 | $3,771+109.0% | $4,878+61.6% | $4,289+83.8% |
| Admin fee / account holder | $305 | $2,028-85.0% | $6,730-95.5% | $1,587-80.8% |