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 | $23,844 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,070 |
EFPR GROUP, CPAS, PLLC1 year Service code 15 · EIN 47-4526160 | Recordkeeping | $13,000 |
GALLO & COMPANY CPA'S LLP4 years Filed as: GALLO & COMPANY CPAS LLP Service code 15 · EIN 20-2019885 | Recordkeeping | $13,000 |
ADP BROKER-DEALER5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,036 | $82,664-27.4% | $125,339-52.1% | $68,494-12.3% |
| Participation rate | 92.5% | 75.0%+17.5pp | 82.4%+10.2pp | 67.9%+24.6pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $416 | $3,381-87.7% | $4,814-91.4% | $2,596-84.0% |
| Participant deferral / active EE | $8,380 | $6,110+37.1% | $7,446+12.5% | $4,027+108.1% |
| Admin fee / account holder | $675 | $6,275-89.2% | $10,010-93.3% | $5,403-87.5% |