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 | $40,276 |
EXCEL WEALTH MANAGEMENT, LLC4 years Service code 15 · EIN 81-2780637 | Recordkeeping | $31,773 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $74,584 | $101,499-26.5% | $147,005-49.3% | $74,546+0.1% |
| Participation rate | 86.1% | 75.5%+10.5pp | 82.2%+3.9pp | 67.2%+18.9pp |
| Annual return | 17.15% | 8732.34%-8715.2pp | 418.76%-401.6pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $4,165 | $3,811+9.3% | $4,934-15.6% | $2,624+58.7% |
| Participant deferral / active EE | $10,316 | $7,304+41.2% | $8,070+27.8% | $4,347+137.3% |
| Admin fee / account holder | $392 | $1,748-77.6% | $13,006-97.0% | $1,944-79.9% |