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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,667 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $15,573 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHEL & TITUS, LLP Service code 15 · EIN 13-2781641 | Recordkeeping | $10,650 |
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 | $47,925 | $176,947-72.9% | $126,539-62.1% | - |
| Participation rate | 83.8% | 61.8%+22.0pp | 69.8%+14.0pp | - |
| Annual return | 12.17% | 15.13%-3.0pp | 425.95%-413.8pp | - |
| Employer contribution / active EE | $2,130 | $2,196-3.0% | $3,674-42.0% | - |
| Participant deferral / active EE | $4,167 | $4,114+1.3% | $4,083+2.1% | - |
| Admin fee / account holder | $310 | $22,209-98.6% | $6,065-94.9% | - |