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 | $88,339 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,641 |
ADP BROKER-DEALER2 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 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 | $102,762 | $65,376+57.2% | $87,100+18.0% | $65,185+57.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 18.65% | 31.27%-12.6pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $3,722 | $1,822+104.2% | $2,521+47.6% | $2,177+71.0% |
| Participant deferral / active EE | $5,041 | $3,388+48.8% | $4,049+24.5% | $3,514+43.5% |
| Admin fee / account holder | $468 | $520-9.9% | $7,497-93.8% | $847-44.7% |