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 |
|---|---|---|
Service code 15 · EIN 41-0721734 | Recordkeeping | $17,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,035 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $8,975 |
ADP BROKER-DEALER8+ 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.
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 | $98,757 | $42,894+130.2% | $60,874+62.2% | $68,494+44.2% |
| Participation rate | 69.2% | 66.8%+2.4pp | 73.1%-3.9pp | 67.9%+1.3pp |
| Annual return | -16.76% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $531 | $1,978-73.2% | $2,701-80.4% | $2,596-79.6% |
| Participant deferral / active EE | $6,048 | $2,867+111.0% | $3,817+58.5% | $4,027+50.2% |
| Admin fee / account holder | $462 | $3,101-85.1% | $3,224-85.7% | $5,403-91.5% |