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 | $54,558+37.0% | $76,002-1.6% | $74,546+0.3% |
| Participation rate | 95.3% | 60.3%+35.0pp | 69.1%+26.2pp | 67.2%+28.1pp |
| Annual return | 11.27% | 31.83%-20.6pp | 360.07%-348.8pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,168 | $1,778-34.3% | $2,688-56.6% | $2,624-55.5% |
| Participant deferral / active EE | $6,722 | $3,065+119.3% | $4,257+57.9% | $4,347+54.6% |
| Admin fee / account holder | $335 | $2,232-85.0% | $6,414-94.8% | $1,944-82.8% |