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 8-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 | $27,710 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $25,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,275 | $79,013+16.8% | $100,391-8.1% | $74,495+23.9% |
| Participation rate | 72.4% | 79.5%-7.1pp | 81.5%-9.1pp | 67.2%+5.2pp |
| Annual return | 16.75% | 20.41%-3.7pp | 49.20%-32.5pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,801 | $3,021+25.8% | $3,942-3.6% | $2,623+44.9% |
| Participant deferral / active EE | $8,659 | $7,760+11.6% | $8,082+7.1% | $4,346+99.3% |
| Admin fee / account holder | $413 | $1,320-68.7% | $7,899-94.8% | $1,942-78.7% |