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 3-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 | $27,100 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $22,824 |
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 | $145,029 | $100,923+43.7% | $150,045-3.3% | $74,304+95.2% |
| Participation rate | 97.2% | 70.1%+27.1pp | 82.3%+14.8pp | 60.3%+36.8pp |
| Annual return | 16.17% | 51.77%-35.6pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,916 | $3,463-15.8% | $4,693-37.9% | $2,241+30.1% |
| Participant deferral / active EE | $10,125 | $6,709+50.9% | $7,997+26.6% | $3,767+168.8% |
| Admin fee / account holder | $306 | $2,767-89.0% | $13,435-97.7% | $2,969-89.7% |