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 | $33,375 |
BRADY, WARE & SCHOENFELD, INC.10+ years Service code 15 · EIN 35-1476702 | Recordkeeping | $13,500 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $7 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,664 | $86,929-13.0% | $102,423-26.1% | $80,856-6.4% |
| Participation rate | 91.0% | 72.4%+18.6pp | 76.5%+14.5pp | 67.6%+23.4pp |
| Annual return | 11.55% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,854 | $2,369+62.7% | $3,023+27.5% | $2,755+39.9% |
| Participant deferral / active EE | $5,920 | $4,118+43.8% | $5,053+17.2% | $4,296+37.8% |
| Admin fee / account holder | $323 | $8,049-96.0% | $9,451-96.6% | $6,918-95.3% |