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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,966 |
BDO USA, LLP4 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $24,486 |
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 | $298,877 | $77,899+283.7% | $149,673+99.7% | $75,163+297.6% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 16.93% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,793 | $3,137+20.9% | $4,818-21.3% | $2,670+42.1% |
| Participant deferral / active EE | $7,011 | $3,411+105.5% | $5,680+23.4% | $4,125+69.9% |
| Admin fee / account holder | $471 | $5,956-92.1% | $13,210-96.4% | $5,651-91.7% |