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 | $66,560 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $50,596 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,066 | $54,193-13.2% | $93,654-49.7% | $77,671-39.4% |
| Participation rate | 93.0% | 63.9%+29.1pp | 68.7%+24.3pp | 70.6%+22.4pp |
| Annual return | 15.18% | 30.54%-15.4pp | 133.34%-118.2pp | 31.21%-16.0pp |
| Employer contribution / active EE | $917 | $1,168-21.5% | $2,421-62.1% | $2,726-66.4% |
| Participant deferral / active EE | $5,751 | $3,144+82.9% | $4,413+30.3% | $4,648+23.7% |
| Admin fee / account holder | $320 | $576-44.5% | $8,282-96.1% | $430-25.8% |