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 | $59,476 |
Service code 15 · EIN 45-4037800 | Recordkeeping | $35,193 |
401K ADVISORS INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $25,643 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,384 | $95,274-80.7% | $135,903-86.5% | $74,419-75.3% |
| Participation rate | 75.3% | 78.2%-2.9pp | 81.9%-6.6pp | 70.7%+4.5pp |
| Annual return | 13.62% | 32.77%-19.1pp | 68.23%-54.6pp | 34.38%-20.8pp |
| Employer contribution / active EE | $5,319 | $3,874+37.3% | $4,856+9.5% | $2,637+101.7% |
| Participant deferral / active EE | $1,065 | $7,782-86.3% | $7,758-86.3% | $4,528-76.5% |
| Admin fee / account holder | $352 | $266+32.4% | $10,762-96.7% | $348+1.3% |