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 | $104,481 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,317 |
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 | $127,293 | $79,171+60.8% | $102,423+24.3% | $74,495+70.9% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 12.94% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,916 | $2,362+65.8% | $3,023+29.5% | $2,623+49.3% |
| Participant deferral / active EE | $7,484 | $4,415+69.5% | $5,053+48.1% | $4,346+72.2% |
| Admin fee / account holder | $537 | $2,001-73.2% | $9,451-94.3% | $1,942-72.3% |