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 | $48,617 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,727 |
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.)
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 | $121,854 | $61,272+98.9% | $149,673-18.6% | $71,457+70.5% |
| Participation rate | 96.9% | 62.5%+34.4pp | 78.8%+18.1pp | 67.9%+29.0pp |
| Annual return | 18.21% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $6,199 | $2,378+160.6% | $4,818+28.7% | $2,588+139.6% |
| Participant deferral / active EE | $7,242 | $2,917+148.2% | $5,680+27.5% | $4,289+68.9% |
| Admin fee / account holder | $416 | $1,261-67.0% | $13,210-96.9% | $1,587-73.8% |