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 | $61,947 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,000 |
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.)
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 | $63,284 | $79,171-20.1% | $102,423-38.2% | $74,495-15.0% |
| Participation rate | 95.8% | 74.8%+21.0pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 6.99% | 54.93%-47.9pp | 29.32%-22.3pp | 1364.94%-1358.0pp |
| Employer contribution / active EE | $2,358 | $2,362-0.2% | $3,023-22.0% | $2,623-10.1% |
| Participant deferral / active EE | $3,834 | $4,415-13.2% | $5,053-24.1% | $4,346-11.8% |
| Admin fee / account holder | $333 | $2,001-83.4% | $9,451-96.5% | $1,942-82.8% |