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 |
|---|---|---|
ARBOR CAPITAL MANAGEMENT8+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $34,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,142 |
ADP BROKER-DEALER8+ 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,502 | $84,487+400.1% | $125,339+237.1% | $66,914+531.4% |
| Participation rate | 82.9% | 76.4%+6.5pp | 82.4%+0.6pp | 69.8%+13.1pp |
| Annual return | -17.42% | -8.39%-9.0pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $6,681 | $3,553+88.0% | $4,814+38.8% | $2,544+162.6% |
| Participant deferral / active EE | $7,505 | $6,781+10.7% | $7,446+0.8% | $4,237+77.1% |
| Admin fee / account holder | $332 | $685-51.5% | $10,010-96.7% | $593-44.0% |