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 | $91,350 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,659 |
ADP BROKER-DEALER6 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 | $116,896 | $76,050+53.7% | $96,544+21.1% | $71,457+63.6% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | 14.20% | 22.81%-8.6pp | 25.84%-11.6pp | 28.85%-14.7pp |
| Employer contribution / active EE | $4,268 | $2,244+90.2% | $2,965+44.0% | $2,588+65.0% |
| Participant deferral / active EE | $7,582 | $4,215+79.9% | $4,851+56.3% | $4,289+76.8% |
| Admin fee / account holder | $497 | $2,707-81.6% | $8,252-94.0% | $1,587-68.7% |