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 | $49,167 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,937 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,732 | $59,584+3.6% | $86,874-28.9% | $79,386-22.2% |
| Participation rate | 98.8% | 67.7%+31.1pp | 71.6%+27.1pp | 70.7%+28.1pp |
| Annual return | 14.48% | 23.15%-8.7pp | 63.52%-49.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,781 | $1,768+57.3% | $2,495+11.4% | $2,427+14.6% |
| Participant deferral / active EE | $5,911 | $3,036+94.7% | $3,699+59.8% | $4,046+46.1% |
| Admin fee / account holder | $301 | $604-50.1% | $5,828-94.8% | $626-51.9% |