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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,015 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,783 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,831 | $87,870-39.9% | $113,168-53.3% | $74,304-28.9% |
| Participation rate | 99.1% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 16.43% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,430 | $2,277-37.2% | $2,975-51.9% | $2,241-36.2% |
| Participant deferral / active EE | $6,768 | $4,241+59.6% | $5,107+32.5% | $3,767+79.6% |
| Admin fee / account holder | $418 | $3,368-87.6% | $12,068-96.5% | $2,969-85.9% |