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 15 · EIN 39-2018056 | Recordkeeping | $39,262 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,999 |
Filed as: HAEFELE, FLANAGAN & CO., P.C. Service code 15 · EIN 22-3008776 | Recordkeeping | $15,000 |
ADP BROKER-DEALER4 years Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $68,561 | $132,049-48.1% | $200,582-65.8% | $74,304-7.7% |
| Participation rate | 90.2% | 84.1%+6.2pp | 86.9%+3.4pp | 60.3%+29.9pp |
| Annual return | 15.14% | 22.22%-7.1pp | 42.33%-27.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,785 | $7,213-19.8% | $9,331-38.0% | $3,767+53.5% |
| Admin fee / account holder | $440 | $2,405-81.7% | $16,305-97.3% | $2,969-85.2% |