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 | $48,301 |
PROEQUITIES INC3 years Filed as: PROEQUITIES, INC. Service code 15 · EIN 63-0879387 | Recordkeeping | $48,011 |
PENSION PLANNING SOLUTIONS2 years Service code 15 · EIN 56-2131201 | Recordkeeping | $8,000 |
ADP BROKER-DEALER3 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 | $62,320 | $88,083-29.2% | $164,813-62.2% | $74,495-16.3% |
| Participation rate | 94.1% | 73.0%+21.1pp | 78.6%+15.5pp | 67.2%+26.9pp |
| Annual return | 13.04% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $887 | $2,593-65.8% | $4,341-79.6% | $2,623-66.2% |
| Participant deferral / active EE | $6,717 | $4,498+49.3% | $6,031+11.4% | $4,346+54.6% |
| Admin fee / account holder | $421 | $2,234-81.2% | $12,690-96.7% | $1,942-78.3% |