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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $32,628 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,975 |
ADP BROKER-DEALER10+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,092 | $78,483+41.5% | $106,201+4.6% | $74,546+49.0% |
| Participation rate | 83.3% | 72.8%+10.5pp | 75.3%+8.0pp | 67.2%+16.1pp |
| Annual return | 15.57% | 15.94%-0.4pp | 116.26%-100.7pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,806 | $2,522+11.3% | $3,170-11.5% | $2,624+6.9% |
| Participant deferral / active EE | $3,185 | $4,320-26.3% | $5,012-36.5% | $4,347-26.7% |
| Admin fee / account holder | $542 | $2,236-75.7% | $11,039-95.1% | $1,944-72.1% |