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 |
|---|---|---|
HILL WARD HENDERSON4+ years Filed as: JR HILL AND ASSOCIATES, INC. Service code 15 · EIN 34-1914557 | Recordkeeping | $44,207 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,821 |
CLARUS PARTNERS2 years Filed as: CLARUS PARTNERS, LLC Service code 15 · EIN 26-1347383 | Recordkeeping | $6,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,499 | $91,190-36.9% | $178,490-67.8% | $79,858-28.0% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $650 | $3,256-80.0% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $2,740 | $3,236-15.3% | $5,202-47.3% | $3,740-26.7% |
| Admin fee / account holder | $403 | $6,751-94.0% | $13,984-97.1% | $5,306-92.4% |