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 | $96,484-14.7% | $156,263-47.3% | $74,304+10.8% |
| Participation rate | 92.9% | 67.7%+25.2pp | 78.9%+14.0pp | 60.3%+32.6pp |
| Annual return | 16.65% | 17.73%-1.1pp | 59.47%-42.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $350 | $2,528-86.2% | $4,333-91.9% | $2,241-84.4% |
| Participant deferral / active EE | $4,936 | $4,286+15.2% | $6,158-19.9% | $3,767+31.0% |
| Admin fee / account holder | $302 | $3,728-91.9% | $14,255-97.9% | $2,969-89.8% |