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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,942 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $22,641 |
ADP BROKER-DEALER10+ 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 | $74,750 | $54,517+37.1% | $75,972-1.6% | $74,495+0.3% |
| Participation rate | 95.3% | 60.3%+35.0pp | 69.1%+26.3pp | 67.2%+28.1pp |
| Annual return | 11.27% | 31.82%-20.5pp | 359.55%-348.3pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,168 | $1,777-34.3% | $2,685-56.5% | $2,623-55.5% |
| Participant deferral / active EE | $6,722 | $3,066+119.3% | $4,255+58.0% | $4,346+54.7% |
| Admin fee / account holder | $335 | $2,229-85.0% | $6,467-94.8% | $1,942-82.7% |