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-DEALER1 year Filed as: ADP, INC Service code 64 · EIN 13-3036745 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Recordkeeping Fees | $27,162 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $24,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,238 |
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 | $239,194 | $59,417+302.6% | $93,606+155.5% | $74,495+221.1% |
| Participation rate | 87.3% | 59.7%+27.6pp | 68.7%+18.6pp | 67.2%+20.1pp |
| Annual return | 13.49% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $6,686 | $1,264+429.1% | $2,420+176.3% | $2,623+154.9% |
| Participant deferral / active EE | $7,846 | $3,050+157.2% | $4,411+77.9% | $4,346+80.5% |
| Admin fee / account holder | $492 | $3,021-83.7% | $8,285-94.1% | $1,942-74.7% |