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 13-5674085 | Recordkeeping | $36,433 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,191 | $55,790-13.6% | $76,817-37.3% | $67,579-28.7% |
| Participation rate | 68.5% | 71.1%-2.6pp | 72.1%-3.6pp | 71.3%-2.8pp |
| Annual return | 24.24% | 64.45%-40.2pp | 1166.11%-1141.9pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,454 | $1,810-19.7% | $2,302-36.8% | $2,148-32.3% |
| Participant deferral / active EE | $2,735 | $2,875-4.9% | $3,336-18.0% | $3,539-22.7% |
| Admin fee / account holder | $325 | $159+104.2% | $6,420-94.9% | $142+128.4% |