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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,027 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $29,776 |
MELTON & MELTON LLP5 years Service code 15 · EIN 74-1550819 | Recordkeeping | $23,427 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,625 | $70,908-34.2% | $98,907-52.9% | $73,488-36.6% |
| Participation rate | 93.1% | 73.8%+19.3pp | 76.0%+17.1pp | 70.7%+22.4pp |
| Annual return | 1.71% | 34.17%-32.5pp | 196.43%-194.7pp | 28.51%-26.8pp |
| Employer contribution / active EE | $1,919 | $2,036-5.8% | $2,689-28.6% | $2,270-15.5% |
| Participant deferral / active EE | $5,521 | $3,500+57.8% | $4,244+30.1% | $3,740+47.6% |
| Admin fee / account holder | $327 | $535-38.9% | $6,642-95.1% | $513-36.3% |