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 | $47,496 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,596 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,853 | $91,407-42.2% | $135,903-61.1% | $71,457-26.0% |
| Participation rate | 96.2% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 21.07% | 29.90%-8.8pp | 68.23%-47.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $3,286 | $3,703-11.3% | $4,856-32.3% | $2,588+27.0% |
| Participant deferral / active EE | $10,703 | $7,092+50.9% | $7,758+38.0% | $4,289+149.5% |
| Admin fee / account holder | $384 | $1,266-69.6% | $10,762-96.4% | $1,587-75.8% |