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 | $38,340 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $13,941 |
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 | $53,014 | $56,423-6.0% | $77,163-31.3% | $71,457-25.8% |
| Participation rate | 59.9% | 64.3%-4.4pp | 69.6%-9.7pp | 67.9%-8.0pp |
| Annual return | 16.74% | 19.05%-2.3pp | 37.87%-21.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,434 | $1,866-23.2% | $2,535-43.4% | $2,588-44.6% |
| Participant deferral / active EE | $2,768 | $3,142-11.9% | $3,833-27.8% | $4,289-35.5% |
| Admin fee / account holder | $333 | $1,429-76.7% | $5,472-93.9% | $1,587-79.0% |