Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,732 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $30,020 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,194 | $58,923-14.8% | $97,167-48.3% | $74,546-32.7% |
| Participation rate | 68.7% | 63.6%+5.1pp | 72.7%-4.0pp | 67.2%+1.5pp |
| Annual return | 13.31% | 16.04%-2.7pp | 75.27%-62.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,522 | $1,894+33.2% | $2,729-7.6% | $2,624-3.9% |
| Participant deferral / active EE | $4,158 | $3,664+13.5% | $4,264-2.5% | $4,347-4.4% |
| Admin fee / account holder | $336 | $1,974-83.0% | $5,650-94.0% | $1,944-82.7% |