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 | $37,202 |
Filed as: FIRST REPUBLIC INVESTMENT MANAGEMEN Service code 15 · EIN 22-3623353 | Recordkeeping | $31,243 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $182,447 | $102,553+77.9% | $151,611+20.3% | $66,914+172.7% |
| Participation rate | 73.1% | 85.5%-12.4pp | 87.5%-14.4pp | 69.8%+3.3pp |
| Annual return | -15.96% | -10.82%-5.1pp | 3.33%-19.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $13,488 | $6,641+103.1% | $8,363+61.3% | $4,237+218.3% |
| Admin fee / account holder | $425 | $630-32.5% | $11,616-96.3% | $593-28.3% |