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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,844 |
ADP BROKER-DEALER2 years Filed as: STRATEGIC PLAN SERVICES 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,010 | $50,982-62.7% | $154,803-87.7% | $85,563-77.8% |
| Participation rate | 77.4% | 59.8%+17.6pp | 78.1%-0.7pp | 66.0%+11.4pp |
| Annual return | 8.01% | 30.35%-22.3pp | 58.88%-50.9pp | 31.51%-23.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,134 | $2,474-54.2% | $5,540-79.5% | $4,375-74.1% |
| Admin fee / account holder | $637 | $846-24.7% | $14,329-95.6% | $834-23.6% |