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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Service code 15 · EIN 27-3463733 | Recordkeeping | $19,416 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,681 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,520 | $86,286-17.1% | $111,297-35.7% | $85,850-16.7% |
| Participation rate | 70.3% | 73.3%-3.1pp | 77.3%-7.0pp | 69.3%+1.0pp |
| Annual return | 10.56% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,381 | $2,043-32.4% | $2,731-49.4% | $2,565-46.2% |
| Participant deferral / active EE | $2,976 | $3,641-18.3% | $4,487-33.7% | $3,952-24.7% |
| Admin fee / account holder | $327 | $8,188-96.0% | $7,964-95.9% | $6,260-94.8% |