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 | $44,501 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,382 |
MOORE COLSON6+ years Service code 15 · EIN 58-1653941 | Recordkeeping | $16,885 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,957 | $99,957-14.0% | $149,696-42.6% | $73,488+17.0% |
| Participation rate | 77.3% | 75.7%+1.6pp | 82.5%-5.2pp | 70.7%+6.6pp |
| Annual return | 23.32% | 53.87%-30.6pp | 276.60%-253.3pp | 28.51%-5.2pp |
| Employer contribution / active EE | $4,464 | $3,191+39.9% | $4,644-3.9% | $2,270+96.6% |
| Participant deferral / active EE | $9,472 | $6,073+56.0% | $6,842+38.5% | $3,740+153.3% |
| Admin fee / account holder | $357 | $551-35.3% | $9,309-96.2% | $513-30.5% |