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 |
|---|---|---|
JMR FINANCIAL GROUP, INC.10+ years Service code 15 · EIN 92-1705114 | Recordkeeping | $76,926 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,719 |
KATZ, SAPPER & MILLER1 year Service code 15 · EIN 35-2123203 | Recordkeeping | $13,000 |
ADP BROKER-DEALER5 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 | $59,447 | $57,831+2.8% | $82,389-27.8% | $85,563-30.5% |
| Participation rate | 49.7% | 55.0%-5.3pp | 69.5%-19.9pp | 66.0%-16.3pp |
| Annual return | 18.68% | 17.86%+0.8pp | 28.67%-10.0pp | 31.51%-12.8pp |
| Employer contribution / active EE | $1,559 | $1,643-5.1% | $2,517-38.1% | $2,654-41.3% |
| Participant deferral / active EE | $3,605 | $3,118+15.6% | $4,155-13.2% | $4,375-17.6% |
| Admin fee / account holder | $328 | $1,391-76.4% | $7,231-95.5% | $834-60.6% |