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 20-8764829 | Recordkeeping | $32,698 |
CERESA M FRENKEL PC7 years Filed as: CERESA M. FRENKEL, P.C Service code 15 · EIN 72-1400033 | Recordkeeping | $7,000 |
ADP BROKER-DEALER8 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,920 | $109,881+27.3% | $150,045-6.7% | $84,808+65.0% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 7.60% | 28.25%-20.7pp | 62.55%-55.0pp | 40.90%-33.3pp |
| Employer contribution / active EE | $1,800 | $3,561-49.4% | $4,693-61.6% | $2,631-31.6% |
| Participant deferral / active EE | $7,900 | $6,636+19.1% | $7,997-1.2% | $4,212+87.6% |
| Admin fee / account holder | $344 | $8,568-96.0% | $13,435-97.4% | $7,344-95.3% |