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 | $44,522 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,166 |
ADP BROKER-DEALER6 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 | $137,241 | $71,883+90.9% | $86,677+58.3% | $68,494+100.4% |
| Participation rate | 79.8% | 72.2%+7.5pp | 76.6%+3.2pp | 67.9%+11.9pp |
| Annual return | -11.77% | 3.52%-15.3pp | 35.91%-47.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,306 | $2,173+52.2% | $2,836+16.6% | $2,596+27.4% |
| Participant deferral / active EE | $5,143 | $3,779+36.1% | $4,656+10.5% | $4,027+27.7% |
| Admin fee / account holder | $492 | $6,112-91.9% | $7,493-93.4% | $5,403-90.9% |