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 |
|---|---|---|
TRI-STAR TRUST BANK6 years Service code 15 · EIN 38-3563619 | Recordkeeping | $26,905 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $6,894 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,265 | $56,317+19.4% | $71,209-5.5% | $74,304-9.5% |
| Participation rate | 38.7% | 55.1%-16.4pp | 73.8%-35.0pp | 60.3%-21.6pp |
| Annual return | 16.09% | 42.83%-26.7pp | 282.51%-266.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,047 | $2,160-51.5% | $2,721-61.5% | $2,241-53.3% |
| Participant deferral / active EE | $1,836 | $2,788-34.1% | $4,175-56.0% | $3,767-51.3% |
| Admin fee / account holder | $304 | $2,290-86.7% | $5,349-94.3% | $2,969-89.8% |