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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,134 |
BDO USA, LLP5 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $26,176 |
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 | $323,672 | $81,248+298.4% | $155,509+108.1% | $80,856+300.3% |
| Participation rate | 95.8% | 66.2%+29.6pp | 78.2%+17.6pp | 67.6%+28.2pp |
| Annual return | 13.17% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,041 | $3,100-1.9% | $4,672-34.9% | $2,755+10.4% |
| Participant deferral / active EE | $5,539 | $3,452+60.5% | $5,626-1.5% | $4,296+28.9% |
| Admin fee / account holder | $493 | $7,997-93.8% | $15,912-96.9% | $6,918-92.9% |