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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,861 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $9,382 |
MRPR GROUP PC1 year Filed as: MRPR GROUP, P.C. Service code 15 · EIN 38-2141969 | Recordkeeping | $7,500 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,089 | $73,638+3.3% | $95,952-20.7% | $73,488+3.5% |
| Participation rate | 43.8% | 76.2%-32.4pp | 77.1%-33.3pp | 70.7%-26.9pp |
| Annual return | 14.88% | 16.78%-1.9pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3 | $1,863-99.9% | $2,541-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $4,250 | $3,617+17.5% | $4,167+2.0% | $3,740+13.7% |
| Admin fee / account holder | $326 | $482-32.5% | $6,795-95.2% | $513-36.5% |