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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,849 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $32,339 |
MELTON & MELTON LLP7 years Service code 15 · EIN 74-1550819 | Recordkeeping | $16,000 |
ADP BROKER-DEALER8+ 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 | $41,124 | $72,607-43.4% | $90,749-54.7% | $66,914-38.5% |
| Participation rate | 91.5% | 73.7%+17.8pp | 75.7%+15.8pp | 69.8%+21.7pp |
| Annual return | -16.47% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,088 | $2,369-11.9% | $2,921-28.5% | $2,544-17.9% |
| Participant deferral / active EE | $6,392 | $3,977+60.7% | $4,564+40.1% | $4,237+50.9% |
| Admin fee / account holder | $302 | $707-57.3% | $8,445-96.4% | $593-49.1% |