Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $52,760 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $2,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,683 | $80,705+142.5% | $115,768+69.0% | $67,986+187.8% |
| Participation rate | 99.2% | 63.0%+36.2pp | 74.4%+24.8pp | 57.2%+42.0pp |
| Annual return | 20.54% | 18.49%+2.1pp | 100.46%-79.9pp | 31.67%-11.1pp |
| Employer contribution / active EE | $12,171 | $2,046+494.8% | $2,940+314.0% | $2,019+502.9% |
| Participant deferral / active EE | $11,909 | $3,559+234.6% | $4,917+142.2% | $3,358+254.7% |
| Admin fee / account holder | $305 | $4,135-92.6% | $12,439-97.6% | $3,203-90.5% |