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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,507 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $7,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,870 | $64,119-42.5% | $112,228-67.1% | $66,914-44.9% |
| Participation rate | 30.7% | 68.5%-37.8pp | 75.1%-44.4pp | 69.8%-39.1pp |
| Annual return | -16.66% | -13.81%-2.9pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $207 | $3,005-93.1% | $3,635-94.3% | $2,544-91.9% |
| Participant deferral / active EE | $1,689 | $3,693-54.3% | $4,728-64.3% | $4,237-60.1% |
| Admin fee / account holder | $311 | $625-50.3% | $6,410-95.2% | $593-47.6% |