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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $55,627 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,239 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $159,775 | $96,484+65.6% | $156,263+2.2% | $74,304+115.0% |
| Participation rate | 77.7% | 67.7%+10.0pp | 78.9%-1.2pp | 60.3%+17.3pp |
| Annual return | 14.28% | 17.73%-3.4pp | 59.47%-45.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,121 | $2,528-16.1% | $4,333-51.0% | $2,241-5.3% |
| Participant deferral / active EE | $5,542 | $4,286+29.3% | $6,158-10.0% | $3,767+47.1% |
| Admin fee / account holder | $678 | $3,728-81.8% | $14,255-95.2% | $2,969-77.2% |