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 7-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 | $23,876 |
Filed as: INTERNATIONAL ASSETS ADVISORY, LLC Service code 15 · EIN 59-3734291 | Recordkeeping | $7,227 |
ADP BROKER-DEALER3 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,575 | $80,968-68.4% | $96,544-73.5% | $75,163-66.0% |
| Participation rate | 90.6% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.4pp |
| Annual return | 19.82% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,187 | $2,282-48.0% | $2,965-60.0% | $2,670-55.5% |
| Participant deferral / active EE | $5,176 | $3,928+31.8% | $4,851+6.7% | $4,125+25.5% |
| Admin fee / account holder | $324 | $6,724-95.2% | $8,252-96.1% | $5,651-94.3% |