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 |
|---|---|---|
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,683 | $84,556+131.4% | $116,228+68.4% | $74,304+163.4% |
| Participation rate | 99.2% | 66.0%+33.2pp | 74.6%+24.7pp | 60.3%+38.9pp |
| Annual return | 20.54% | 18.35%+2.2pp | 90.06%-69.5pp | 29.43%-8.9pp |
| Employer contribution / active EE | $12,171 | $2,168+461.5% | $2,994+306.5% | $2,241+443.1% |
| Participant deferral / active EE | $11,909 | $3,814+212.2% | $4,953+140.4% | $3,767+216.1% |
| Admin fee / account holder | $305 | $3,792-92.0% | $11,989-97.5% | $2,969-89.7% |