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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,143 |
PIERCE FIRM, PLLC3 years Service code 15 · EIN 47-4595624 | Recordkeeping | $16,750 |
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.)
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 | $58,425 | $65,561-10.9% | $91,541-36.2% | $74,304-21.4% |
| Participation rate | 67.3% | 56.6%+10.7pp | 69.8%-2.4pp | 60.3%+7.0pp |
| Annual return | 17.13% | 17.68%-0.6pp | 20.50%-3.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $3,528 | $1,717+105.5% | $2,505+40.9% | $2,241+57.4% |
| Participant deferral / active EE | $3,034 | $2,918+4.0% | $4,008-24.3% | $3,767-19.5% |
| Admin fee / account holder | $311 | $3,333-90.7% | $6,956-95.5% | $2,969-89.5% |