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 | $35,423 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,207 |
ADP BROKER-DEALER4 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $137,842 | $73,884+86.6% | $95,952+43.7% | - |
| Participation rate | 71.7% | 80.0%-8.3pp | 77.1%-5.4pp | - |
| Annual return | 12.74% | 11.13%+1.6pp | 91.61%-78.9pp | - |
| Employer contribution / active EE | $2,915 | $1,782+63.6% | $2,541+14.7% | - |
| Participant deferral / active EE | $4,246 | $3,914+8.5% | $4,167+1.9% | - |
| Admin fee / account holder | $384 | $4,316-91.1% | $6,795-94.4% | - |