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 15 · EIN 13-3036745 | Recordkeeping | $22,859 |
Filed as: SATTY,LEVINE, CIACCO, CPAS P.C. Service code 15 · EIN 11-2370855 | Recordkeeping | $11,000 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,603 | $91,552+33.9% | $133,956-8.5% | $79,858+53.5% |
| Participation rate | 98.9% | 73.3%+25.5pp | 79.8%+19.0pp | 69.6%+29.2pp |
| Annual return | 18.27% | 61.85%-43.6pp | 45.09%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $310 | $2,384-87.0% | $3,919-92.1% | $2,471-87.4% |
| Participant deferral / active EE | $2,034 | $3,733-45.5% | $5,048-59.7% | $3,740-45.6% |
| Admin fee / account holder | $326 | $6,321-94.8% | $8,927-96.4% | $5,306-93.9% |