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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,121 |
BDO USA, LLP3 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $6,749 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,521 | $73,867+263.5% | $143,757+86.8% | $68,494+292.0% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,541 | $3,184+11.2% | $4,951-28.5% | $2,596+36.4% |
| Participant deferral / active EE | $6,788 | $3,384+100.6% | $5,637+20.4% | $4,027+68.6% |
| Admin fee / account holder | $346 | $5,755-94.0% | $14,673-97.6% | $5,403-93.6% |