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 | $36,279 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $12,833 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,991 | $59,584-11.1% | $86,874-39.0% | $79,386-33.2% |
| Participation rate | 59.3% | 67.7%-8.4pp | 71.6%-12.3pp | 70.7%-11.4pp |
| Annual return | 11.19% | 23.15%-12.0pp | 63.52%-52.3pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,280 | $1,768-27.6% | $2,495-48.7% | $2,427-47.3% |
| Participant deferral / active EE | $2,345 | $3,036-22.8% | $3,699-36.6% | $4,046-42.0% |
| Admin fee / account holder | $343 | $604-43.2% | $5,828-94.1% | $626-45.2% |