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 7-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,468 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $25,416 |
ACCLEO, LLC1 year Service code 15 · EIN 93-4606650 | Recordkeeping | $10,500 |
ADP BROKER-DEALER7+ 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 | $113,146 | $87,870+28.8% | $113,1680% | $74,304+52.3% |
| Participation rate | 97.0% | 70.7%+26.3pp | 76.6%+20.5pp | 60.3%+36.7pp |
| Annual return | 13.17% | 26.44%-13.3pp | 24.27%-11.1pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,965 | $2,277+30.2% | $2,975-0.4% | $2,241+32.3% |
| Participant deferral / active EE | $6,277 | $4,241+48.0% | $5,107+22.9% | $3,767+66.6% |
| Admin fee / account holder | $450 | $3,368-86.6% | $12,068-96.3% | $2,969-84.8% |