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 | $37,988 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $13,799 |
ADP BROKER-DEALER3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,654 | $50,199-3.1% | $70,092-30.6% | $66,914-27.3% |
| Participation rate | 64.7% | 66.3%-1.7pp | 70.5%-5.8pp | 69.8%-5.1pp |
| Annual return | -17.47% | -13.85%-3.6pp | 190.73%-208.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,552 | $1,864-16.7% | $2,559-39.3% | $2,544-39.0% |
| Participant deferral / active EE | $2,920 | $3,112-6.2% | $3,849-24.1% | $4,237-31.1% |
| Admin fee / account holder | $381 | $600-36.5% | $6,267-93.9% | $593-35.8% |