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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,260 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,998 |
ADP BROKER-DEALER8 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 | $69,220 | $71,057-2.6% | $93,654-26.1% | $80,874-14.4% |
| Participation rate | 92.8% | 60.4%+32.4pp | 68.7%+24.1pp | 67.6%+25.1pp |
| Annual return | 10.95% | 11.26%-0.3pp | 133.34%-122.4pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,145 | $1,564+37.2% | $2,421-11.4% | $2,756-22.2% |
| Participant deferral / active EE | $7,755 | $4,034+92.2% | $4,413+75.7% | $4,297+80.5% |
| Admin fee / account holder | $335 | $6,944-95.2% | $8,282-96.0% | $6,935-95.2% |