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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,107 | $20,316+318.9% | $66,042+28.9% | $74,304+14.5% |
| Participation rate | 86.4% | 62.8%+23.6pp | 67.5%+18.9pp | 60.3%+26.1pp |
| Annual return | 9.93% | 28.10%-18.2pp | 52.11%-42.2pp | 29.43%-19.5pp |
| Employer contribution / active EE | $2,567 | $745+244.7% | $1,579+62.5% | $2,241+14.5% |
| Participant deferral / active EE | $4,774 | $1,615+195.6% | $2,835+68.4% | $3,767+26.7% |
| Admin fee / account holder | $313 | $1,668-81.3% | $5,747-94.6% | $2,969-89.5% |