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 | $47,258 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,068 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,981 | $50,199+5.5% | $70,092-24.4% | $66,914-20.8% |
| Participation rate | 97.3% | 66.3%+30.9pp | 70.5%+26.8pp | 69.8%+27.5pp |
| Annual return | -16.68% | -13.85%-2.8pp | 190.73%-207.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,714 | $1,864+45.6% | $2,559+6.1% | $2,544+6.7% |
| Participant deferral / active EE | $5,761 | $3,112+85.1% | $3,849+49.7% | $4,237+36.0% |
| Admin fee / account holder | $302 | $600-49.6% | $6,267-95.2% | $593-49.0% |