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 | $20,602 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,601 |
ADP BROKER-DEALER2 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 | $78,100 | $86,286-9.5% | $111,297-29.8% | $85,850-9.0% |
| Participation rate | 77.6% | 73.3%+4.3pp | 77.3%+0.3pp | 69.3%+8.3pp |
| Annual return | 14.40% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,183 | $2,043+6.8% | $2,731-20.1% | $2,565-14.9% |
| Participant deferral / active EE | $4,925 | $3,641+35.3% | $4,487+9.8% | $3,952+24.6% |
| Admin fee / account holder | $376 | $8,188-95.4% | $7,964-95.3% | $6,260-94.0% |