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 9-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 | $32,145 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS Service code 26 · EIN 95-3845382 | Advisory (Participants) | $18,112 |
POLLARD & ASSOCIATES, INC.4 years Service code 17 · EIN 52-0909772 1 NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | Pension Consulting | $7,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,815 | $49,915-38.3% | $154,803-80.1% | $74,304-58.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 17.29% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $3,280 | $1,611+103.6% | $4,305-23.8% | $2,241+46.3% |
| Participant deferral / active EE | $3,552 | $2,255+57.5% | $5,540-35.9% | $3,767-5.7% |
| Admin fee / account holder | $313 | $2,189-85.7% | $14,329-97.8% | $2,969-89.5% |