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 HENDERSON6+ years Filed as: JR HILL AND ASSOCIATES, INC. Service code 15 · EIN 34-1914557 | Recordkeeping | $50,906 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,734 |
Filed as: BLUE & CO., LLC Service code 15 · EIN 35-1178661 | Recordkeeping | $7,000 |
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 | $51,643 | $73,867-30.1% | $143,757-64.1% | $68,494-24.6% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | 7.54% | 1.01%+6.5pp | -0.04%+7.6pp | -7.84%+15.4pp |
| Employer contribution / active EE | $905 | $3,184-71.6% | $4,951-81.7% | $2,596-65.1% |
| Participant deferral / active EE | $4,029 | $3,384+19.1% | $5,637-28.5% | $4,027+0.1% |
| Admin fee / account holder | $486 | $5,755-91.6% | $14,673-96.7% | $5,403-91.0% |