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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,237 |
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $17,225 |
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 | $56,530 | $62,127-9.0% | $81,382-30.5% | $74,495-24.1% |
| Participation rate | 64.5% | 64.0%+0.4pp | 69.5%-5.0pp | 67.2%-2.7pp |
| Annual return | 18.03% | 16.48%+1.5pp | 24.73%-6.7pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,645 | $1,882-12.6% | $2,463-33.2% | $2,623-37.3% |
| Participant deferral / active EE | $3,412 | $3,229+5.7% | $3,883-12.1% | $4,346-21.5% |
| Admin fee / account holder | $315 | $1,934-83.7% | $5,768-94.5% | $1,942-83.8% |