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 | $26,485 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $23,157 |
BG ADVISORS , CPA1 year Service code 15 · EIN 82-4176202 | Recordkeeping | $6,500 |
JAMES M. BABIC, PC8+ years Service code 15 · EIN 20-0713860 | Recordkeeping | $6,000 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $52,645 | $82,664-36.3% | $125,339-58.0% | $68,494-23.1% |
| Participation rate | 91.1% | 75.0%+16.1pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -19.01% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,493 | $6,110-26.5% | $7,446-39.7% | $4,027+11.6% |
| Admin fee / account holder | $306 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |