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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,337 |
M HOLDINGS SECURITIES INC2 years Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $6,429 |
LRI INVESTMENTS, LLC1 year Filed as: LRI INVESTMENTS LLC Service code 15 · EIN 88-4116775 | Recordkeeping | $6,242 |
ADP BROKER-DEALER3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,527 | $81,460-14.6% | $103,333-32.7% | $80,856-14.0% |
| Participation rate | 92.5% | 66.8%+25.7pp | 74.5%+18.0pp | 67.6%+24.9pp |
| Annual return | 10.21% | 25.55%-15.3pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,019 | $3,105-2.8% | $3,868-21.9% | $2,755+9.6% |
| Participant deferral / active EE | $7,383 | $3,869+90.8% | $5,057+46.0% | $4,296+71.9% |
| Admin fee / account holder | $373 | $6,566-94.3% | $8,355-95.5% | $6,918-94.6% |