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 | $31,284 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,007 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,901 | $63,114+64.6% | $92,893+11.9% | $65,185+59.4% |
| Participation rate | 72.5% | 68.8%+3.7pp | 76.0%-3.5pp | 70.2%+2.3pp |
| Annual return | 25.50% | 28.75%-3.3pp | 109.41%-83.9pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,544 | $2,571-39.9% | $3,653-57.7% | $2,177-29.1% |
| Participant deferral / active EE | $6,471 | $3,108+108.2% | $4,236+52.8% | $3,514+84.2% |
| Admin fee / account holder | $483 | $624-22.5% | $5,794-91.7% | $847-43.0% |