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 | $47,331 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,897 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,105 | $65,061+67.7% | $143,757-24.1% | $66,914+63.1% |
| Participation rate | 99.1% | 65.2%+34.0pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -18.10% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $6,892 | $2,361+192.0% | $4,951+39.2% | $2,544+170.9% |
| Participant deferral / active EE | $7,269 | $2,919+149.0% | $5,637+29.0% | $4,237+71.6% |
| Admin fee / account holder | $429 | $502-14.5% | $14,673-97.1% | $593-27.7% |