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 LLC4 years Service code 15 · EIN 27-3463733 | Recordkeeping | $15,724 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,229 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $48,401 | $71,883-32.7% | $86,677-44.2% | $68,494-29.3% |
| Participation rate | 61.0% | 72.2%-11.2pp | 76.6%-15.5pp | 67.9%-6.8pp |
| Annual return | -16.07% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,440 | $2,173-33.7% | $2,836-49.2% | $2,596-44.5% |
| Participant deferral / active EE | $3,166 | $3,779-16.2% | $4,656-32.0% | $4,027-21.4% |
| Admin fee / account holder | $333 | $6,112-94.6% | $7,493-95.6% | $5,403-93.8% |