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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,495 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $11,989 |
JAMES A. REICHERT6 years Service code 15 · EIN 84-0858799 | Recordkeeping | $8,065 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,964 | $122,239-23.9% | $184,203-49.5% | $74,495+24.8% |
| Participation rate | 87.6% | 85.5%+2.1pp | 86.8%+0.8pp | 67.2%+20.4pp |
| Annual return | 11.75% | 19.95%-8.2pp | 28.81%-17.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,405 | $4,537-69.0% | $6,427-78.1% | $2,623-46.4% |
| Participant deferral / active EE | $4,411 | $7,139-38.2% | $9,131-51.7% | $4,346+1.5% |
| Admin fee / account holder | $340 | $1,260-73.0% | $13,901-97.6% | $1,942-82.5% |