Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
RETIREMENT PLANS, INC.6 years Service code 15 · EIN 90-0734163 | Recordkeeping | $69,004 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,824 |
ADP BROKER-DEALER7 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,686 | $89,465+12.5% | $164,866-38.9% | $77,671+29.6% |
| Participation rate | 58.9% | 78.6%-19.7pp | 78.6%-19.7pp | 70.6%-11.7pp |
| Annual return | 15.87% | 28.81%-12.9pp | 69.97%-54.1pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,223 | $2,568-13.4% | $4,343-48.8% | $2,726-18.5% |
| Participant deferral / active EE | $5,115 | $4,897+4.4% | $6,033-15.2% | $4,648+10.1% |
| Admin fee / account holder | $321 | $340-5.5% | $12,689-97.5% | $430-25.4% |