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 |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC2 years Service code 15 · EIN 61-1495162 | Recordkeeping | $41,785 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,532 |
ADP BROKER-DEALER4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,692 | $78,485-4.8% | $106,213-29.7% | $74,495+0.3% |
| Participation rate | 76.5% | 72.8%+3.7pp | 75.3%+1.2pp | 67.2%+9.3pp |
| Annual return | 16.77% | 15.95%+0.8pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $4,223 | $2,523+67.4% | $3,171+33.2% | $2,623+61.0% |
| Participant deferral / active EE | $8,188 | $4,322+89.4% | $5,016+63.2% | $4,346+88.4% |
| Admin fee / account holder | $447 | $2,232-80.0% | $11,033-95.9% | $1,942-77.0% |