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 | $93,957 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,626 |
ADP BROKER-DEALER5 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 | $103,303 | $65,435+57.9% | $86,677+19.2% | $66,914+54.4% |
| Participation rate | 99.4% | 75.5%+24.0pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -15.26% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,654 | $2,153+69.7% | $2,836+28.8% | $2,544+43.6% |
| Participant deferral / active EE | $7,168 | $4,100+74.8% | $4,656+54.0% | $4,237+69.2% |
| Admin fee / account holder | $378 | $642-41.1% | $7,493-95.0% | $593-36.3% |