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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,519 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 15 · EIN 20-1113894 | Recordkeeping | $16,658 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,051 | $80,968-13.5% | $96,544-27.4% | $75,163-6.8% |
| Participation rate | 70.4% | 71.8%-1.4pp | 76.0%-5.6pp | 67.2%+3.2pp |
| Annual return | 23.51% | 27.06%-3.6pp | 25.84%-2.3pp | 160.62%-137.1pp |
| Employer contribution / active EE | $1,809 | $2,282-20.7% | $2,965-39.0% | $2,670-32.2% |
| Participant deferral / active EE | $3,855 | $3,928-1.9% | $4,851-20.5% | $4,125-6.5% |
| Admin fee / account holder | $357 | $6,724-94.7% | $8,252-95.7% | $5,651-93.7% |