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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $55,824 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,524 |
ADP BROKER-DEALER10+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,174 | $66,457+14.6% | $81,382-6.4% | $77,643-1.9% |
| Participation rate | 52.8% | 68.7%-15.9pp | 69.5%-16.7pp | 70.6%-17.7pp |
| Annual return | 16.81% | 15.93%+0.9pp | 24.73%-7.9pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,421 | $2,159-34.2% | $2,463-42.3% | $2,726-47.9% |
| Participant deferral / active EE | $2,824 | $3,679-23.2% | $3,883-27.3% | $4,647-39.2% |
| Admin fee / account holder | $445 | $583-23.5% | $5,768-92.3% | $430+3.5% |