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 | $27,394 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,354 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,310 | $91,760-10.3% | $156,181-47.3% | $67,986+21.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 78.8%+14.1pp | 57.2%+35.7pp |
| Annual return | 16.65% | 18.14%-1.5pp | 64.87%-48.2pp | 31.67%-15.0pp |
| Employer contribution / active EE | $350 | $2,419-85.5% | $4,294-91.9% | $2,019-82.7% |
| Participant deferral / active EE | $4,936 | $3,960+24.6% | $6,132-19.5% | $3,358+47.0% |
| Admin fee / account holder | $302 | $3,949-92.3% | $14,586-97.9% | $3,203-90.6% |