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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,696 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $41,217 |
ADP BROKER-DEALER6+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,947 | $54,590-1.2% | $81,930-34.2% | $73,488-26.6% |
| Participation rate | 74.9% | 68.3%+6.6pp | 72.0%+2.9pp | 70.7%+4.2pp |
| Annual return | 14.55% | 17.74%-3.2pp | 29.49%-14.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,832 | $1,636+12.0% | $4,310-57.5% | $2,270-19.3% |
| Participant deferral / active EE | $3,377 | $2,759+22.4% | $7,107-52.5% | $3,740-9.7% |
| Admin fee / account holder | $371 | $592-37.4% | $5,158-92.8% | $513-27.7% |