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 MANAGEMENT10+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $17,000 |
Filed as: FL PUTNAM Service code 15 · EIN 01-0403396 | Recordkeeping | $17,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,124 |
ADP BROKER-DEALER10+ 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 | $499,261 | $101,317+392.8% | $146,958+239.7% | $74,495+570.2% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 15.34% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $7,265 | $3,810+90.7% | $4,933+47.3% | $2,623+177.0% |
| Participant deferral / active EE | $8,507 | $7,303+16.5% | $8,070+5.4% | $4,346+95.8% |
| Admin fee / account holder | $406 | $1,739-76.7% | $12,998-96.9% | $1,942-79.1% |