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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,135 |
Filed as: SHEPHERD FINANCIAL INVEST. ADVISORY Service code 15 · EIN 82-0759826 | Recordkeeping | $26,218 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 | $70,477 | $60,488+16.5% | $109,895-35.9% | $79,386-11.2% |
| Participation rate | 93.7% | 67.0%+26.6pp | 74.2%+19.4pp | 70.7%+22.9pp |
| Annual return | 14.66% | 189.57%-174.9pp | 29.45%-14.8pp | 116.85%-102.2pp |
| Employer contribution / active EE | $946 | $1,649-42.6% | $2,842-66.7% | $2,427-61.0% |
| Participant deferral / active EE | $4,254 | $3,220+32.1% | $4,048+5.1% | $4,046+5.2% |
| Admin fee / account holder | $380 | $605-37.1% | $6,066-93.7% | $626-39.3% |