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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $31,205 |
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 99 · EIN 46-0854203 | Other Fees | $14,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,406 | $54,517+42.0% | $75,972+1.9% | $74,495+3.9% |
| Participation rate | 51.3% | 60.3%-9.1pp | 69.1%-17.8pp | 67.2%-15.9pp |
| Annual return | 12.09% | 31.82%-19.7pp | 359.55%-347.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,072 | $1,777+16.6% | $2,685-22.8% | $2,623-21.0% |
| Participant deferral / active EE | $3,213 | $3,066+4.8% | $4,255-24.5% | $4,346-26.1% |
| Admin fee / account holder | $339 | $2,229-84.8% | $6,467-94.8% | $1,942-82.5% |