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 | $49,755 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,488 |
ADP BROKER-DEALER7 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 | $91,361 | $62,127+47.1% | $81,382+12.3% | $74,495+22.6% |
| Participation rate | 94.6% | 64.0%+30.6pp | 69.5%+25.1pp | 67.2%+27.4pp |
| Annual return | 13.26% | 16.48%-3.2pp | 24.73%-11.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,970 | $1,882+57.8% | $2,463+20.6% | $2,623+13.2% |
| Participant deferral / active EE | $6,852 | $3,229+112.2% | $3,883+76.5% | $4,346+57.7% |
| Admin fee / account holder | $499 | $1,934-74.2% | $5,768-91.4% | $1,942-74.3% |