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 |
|---|---|---|
401K ADVISORS INC7 years Service code 15 · EIN 33-0905143 | Recordkeeping | $42,737 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,608 |
ADP BROKER-DEALER7 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,550 | $101,724+39.2% | $164,813-14.1% | $80,856+75.1% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 13.54% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,956 | $2,953+0.1% | $4,341-31.9% | $2,755+7.3% |
| Participant deferral / active EE | $8,356 | $4,477+86.6% | $6,031+38.5% | $4,296+94.5% |
| Admin fee / account holder | $393 | $8,227-95.2% | $12,690-96.9% | $6,918-94.3% |