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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $77,803 |
GRANT THORNTON LLP5+ years Service code 15 · EIN 36-6055558 | Recordkeeping | $16,800 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,771 | $52,953+384.9% | $172,739+48.6% | $65,185+293.9% |
| Participation rate | 61.3% | 66.2%-4.9pp | 82.6%-21.3pp | 70.2%-8.9pp |
| Annual return | 18.41% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $3,346 | $2,190+52.8% | $5,143-34.9% | $2,177+53.7% |
| Participant deferral / active EE | $6,061 | $2,471+145.3% | $5,198+16.6% | $3,514+72.5% |
| Admin fee / account holder | $375 | $472-20.6% | $13,954-97.3% | $847-55.7% |