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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,268 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $19,589 |
ADP BROKER-DEALER1 year 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 | $93,803 | $102,317-8.3% | $146,958-36.2% | $80,856+16.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 19.01% | 134.76%-115.8pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,529 | $3,713+22.0% | $4,933-8.2% | $2,755+64.4% |
| Participant deferral / active EE | $12,384 | $6,644+86.4% | $8,070+53.5% | $4,296+188.3% |
| Admin fee / account holder | $399 | $7,941-95.0% | $12,998-96.9% | $6,918-94.2% |