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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,174 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 15 · EIN 20-1113894 | Recordkeeping | $21,733 |
ADP BROKER-DEALER2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,482 | $65,435-16.7% | $86,677-37.1% | $66,914-18.6% |
| Participation rate | 50.6% | 75.5%-24.9pp | 76.6%-26.0pp | 69.8%-19.2pp |
| Annual return | -24.28% | -10.89%-13.4pp | 35.91%-60.2pp | 1.58%-25.9pp |
| Employer contribution / active EE | $1,159 | $2,153-46.2% | $2,836-59.1% | $2,544-54.4% |
| Participant deferral / active EE | $2,794 | $4,100-31.9% | $4,656-40.0% | $4,237-34.1% |
| Admin fee / account holder | $421 | $642-34.3% | $7,493-94.4% | $593-29.0% |