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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,477 |
BKD, LLP4 years Service code 15 · EIN 44-0160260 | Recordkeeping | $17,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $44,223 | $59,584-25.8% | $86,874-49.1% | $79,386-44.3% |
| Participation rate | 61.6% | 67.7%-6.1pp | 71.6%-10.0pp | 70.7%-9.1pp |
| Annual return | 11.35% | 23.15%-11.8pp | 63.52%-52.2pp | 116.85%-105.5pp |
| Employer contribution / active EE | $3,342 | $1,768+89.0% | $2,495+33.9% | $2,427+37.7% |
| Participant deferral / active EE | $2,784 | $3,036-8.3% | $3,699-24.7% | $4,046-31.2% |
| Admin fee / account holder | $345 | $604-42.9% | $5,828-94.1% | $626-45.0% |