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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $71,507 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,661 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES., INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $5,170 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,156 | $49,915+198.8% | $154,803-3.6% | $74,304+100.7% |
| Participation rate | 96.5% | 54.0%+42.6pp | 78.1%+18.5pp | 60.3%+36.2pp |
| Annual return | 16.83% | 34.06%-17.2pp | 58.88%-42.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $4,963 | $1,611+208.0% | $4,305+15.3% | $2,241+121.5% |
| Participant deferral / active EE | $5,549 | $2,255+146.1% | $5,540+0.2% | $3,767+47.3% |
| Admin fee / account holder | $495 | $2,189-77.4% | $14,329-96.5% | $2,969-83.3% |