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 | $57,332 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,032 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,384 | $76,050-23.2% | $96,544-39.5% | $71,457-18.3% |
| Participation rate | 98.5% | 74.4%+24.1pp | 76.0%+22.6pp | 67.9%+30.6pp |
| Annual return | 12.49% | 22.81%-10.3pp | 25.84%-13.3pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,300 | $2,244+2.5% | $2,965-22.4% | $2,588-11.1% |
| Participant deferral / active EE | $3,254 | $4,215-22.8% | $4,851-32.9% | $4,289-24.1% |
| Admin fee / account holder | $312 | $2,707-88.5% | $8,252-96.2% | $1,587-80.3% |