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 |
|---|---|---|
THE COLONY GROUP LLC1 year Filed as: THE COLONY GROUP, LLC Service code 15 · EIN 90-0751149 | Recordkeeping | $21,968 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,858 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,642 | $78,485+16.8% | $106,213-13.7% | $74,495+23.0% |
| Participation rate | 48.8% | 72.8%-24.0pp | 75.3%-26.5pp | 67.2%-18.4pp |
| Annual return | 12.15% | 15.95%-3.8pp | 116.14%-104.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,980 | $2,523-21.5% | $3,171-37.6% | $2,623-24.5% |
| Participant deferral / active EE | $3,749 | $4,322-13.3% | $5,016-25.3% | $4,346-13.7% |
| Admin fee / account holder | $372 | $2,232-83.3% | $11,033-96.6% | $1,942-80.8% |