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 |
|---|---|---|
Filed as: AUSDAL FINANCIAL PARTNERS, INC. Service code 15 · EIN 42-1129623 | Recordkeeping | $32,191 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,735 |
ADP BROKER-DEALER3 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,877 | $65,376+95.6% | $87,100+46.8% | $65,185+96.2% |
| Participation rate | 74.8% | 75.3%-0.6pp | 76.9%-2.1pp | 70.2%+4.6pp |
| Annual return | 19.88% | 31.27%-11.4pp | 28.19%-8.3pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,684 | $1,822+47.3% | $2,521+6.4% | $2,177+23.3% |
| Participant deferral / active EE | $3,903 | $3,388+15.2% | $4,049-3.6% | $3,514+11.1% |
| Admin fee / account holder | $364 | $520-30.0% | $7,497-95.1% | $847-57.0% |