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 | $44,083 |
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 | $95,209 | $24,733+284.9% | $69,647+36.7% | $74,495+27.8% |
| Participation rate | 84.7% | 63.5%+21.3pp | 66.5%+18.3pp | 67.2%+17.5pp |
| Annual return | 16.65% | 18.55%-1.9pp | 100.48%-83.8pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,439 | $1,001+143.8% | $1,712+42.4% | $2,623-7.0% |
| Participant deferral / active EE | $4,531 | $1,901+138.4% | $2,886+57.0% | $4,346+4.3% |
| Admin fee / account holder | $313 | $1,892-83.5% | $4,713-93.4% | $1,942-83.9% |