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 | $72,287 |
ABBOTT, STRINGHAM & LYNCH3 years Service code 15 · EIN 77-0051130 | Recordkeeping | $14,000 |
ADP BROKER-DEALER10+ 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 | $59,682 | $65,908-9.4% | $81,812-27.0% | $77,643-23.1% |
| Participation rate | 88.1% | 65.8%+22.3pp | 72.3%+15.8pp | 70.6%+17.6pp |
| Annual return | 12.03% | 26.64%-14.6pp | 773.79%-761.8pp | 31.24%-19.2pp |
| Employer contribution / active EE | $484 | $2,370-79.6% | $2,912-83.4% | $2,726-82.2% |
| Participant deferral / active EE | $5,603 | $3,505+59.8% | $4,319+29.7% | $4,647+20.6% |
| Admin fee / account holder | $304 | $526-42.3% | $7,386-95.9% | $430-29.4% |