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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,349 |
JARRED BUNCH CONSULTING4 years Service code 15 · EIN 81-1661697 | Recordkeeping | $57,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,855 | $55,441-26.3% | $76,002-46.2% | $77,671-47.4% |
| Participation rate | 95.3% | 63.6%+31.7pp | 69.1%+26.2pp | 70.6%+24.7pp |
| Annual return | 15.84% | 17.08%-1.2pp | 360.07%-344.2pp | 31.21%-15.4pp |
| Employer contribution / active EE | $2,010 | $1,789+12.3% | $2,688-25.2% | $2,726-26.3% |
| Participant deferral / active EE | $5,287 | $3,451+53.2% | $4,257+24.2% | $4,648+13.8% |
| Admin fee / account holder | $488 | $407+19.9% | $6,414-92.4% | $430+13.3% |