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 3-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 | $64,686 |
THE ASCENT GROUP, LLC2 years Service code 15 · EIN 86-3001816 | Recordkeeping | $39,110 |
METZ & ASSOCIATES PLLC1 year Filed as: METZ & ASSOCIATES,P LLC Service code 15 · EIN 46-4558541 | Recordkeeping | $21,500 |
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 | $101,290 | $55,415+82.8% | $155,509-34.9% | $74,495+36.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.01% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $10,928 | $2,267+382.0% | $4,672+133.9% | $2,623+316.6% |
| Participant deferral / active EE | $7,384 | $2,836+160.4% | $5,626+31.2% | $4,346+69.9% |
| Admin fee / account holder | $688 | $1,738-60.4% | $15,912-95.7% | $1,942-64.5% |