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 | $59,749 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,247 |
ADP BROKER-DEALER5 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,079 | $55,415+149.2% | $155,509-11.2% | $74,495+85.4% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 14.88% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $5,752 | $2,267+153.7% | $4,672+23.1% | $2,623+119.3% |
| Participant deferral / active EE | $7,074 | $2,836+149.4% | $5,626+25.7% | $4,346+62.8% |
| Admin fee / account holder | $482 | $1,738-72.3% | $15,912-97.0% | $1,942-75.2% |