Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,844 |
STRATEGIC PLAN SERVICES2 years Service code 15 · EIN 81-4734347 | Recordkeeping | $10,069 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,010 | $46,464-59.1% | $150,298-87.4% | $79,634-76.1% |
| Participation rate | 77.4% | 57.0%+20.5pp | 77.8%-0.4pp | 62.5%+14.9pp |
| Annual return | 8.01% | 27.89%-19.9pp | 62.79%-54.8pp | 36.46%-28.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,134 | $2,157-47.4% | $5,453-79.2% | $3,835-70.4% |
| Admin fee / account holder | $637 | $891-28.5% | $14,116-95.5% | $1,002-36.4% |