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 |
|---|---|---|
MITCHELL & TITUS, LLP1 year Filed as: MITCHEL & TITUS, LLP Service code 15 · EIN 13-2781641 | Recordkeeping | $20,200 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,665 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $10,735 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,174 | $52,406-10.0% | $129,207-63.5% | $74,495-36.7% |
| Participation rate | 82.1% | 53.8%+28.3pp | 69.6%+12.5pp | 67.2%+14.9pp |
| Annual return | 11.62% | 15.66%-4.0pp | 9417.33%-9405.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,553 | $1,531+1.5% | $4,153-62.6% | $2,623-40.8% |
| Participant deferral / active EE | $3,864 | $2,794+38.3% | $4,168-7.3% | $4,346-11.1% |
| Admin fee / account holder | $353 | $2,633-86.6% | $7,715-95.4% | $1,942-81.8% |