See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,717 |
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $18,738 |
UHY LLP1 year Filed as: UHY, LLP Service code 15 · EIN 20-0694403 | Recordkeeping | $14,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,165 | $168,082-70.2% | $150,045-66.6% | - |
| Participation rate | 99.0% | 71.4%+27.6pp | 82.3%+16.7pp | - |
| Annual return | 20.32% | 24.81%-4.5pp | 62.55%-42.2pp | - |
| Employer contribution / active EE | $3,448 | $3,603-4.3% | $4,693-26.5% | - |
| Participant deferral / active EE | $8,981 | $7,053+27.3% | $7,997+12.3% | - |
| Admin fee / account holder | $468 | $7,866-94.1% | $13,435-96.5% | - |