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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,192 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,687 |
ADP BROKER-DEALER5 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,088 | $76,050-56.5% | $96,544-65.7% | $71,457-53.7% |
| Participation rate | 92.4% | 74.4%+18.0pp | 76.0%+16.4pp | 67.9%+24.4pp |
| Annual return | 16.45% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,539 | $2,244-31.4% | $2,965-48.1% | $2,588-40.5% |
| Participant deferral / active EE | $4,822 | $4,215+14.4% | $4,851-0.6% | $4,289+12.4% |
| Admin fee / account holder | $306 | $2,707-88.7% | $8,252-96.3% | $1,587-80.7% |