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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC3 years Service code 15 · EIN 82-3226180 | Recordkeeping | $50,722 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,239 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.)
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 | $116,668 | $64,119+82.0% | $112,228+4.0% | $66,914+74.4% |
| Participation rate | 68.6% | 68.5%+0.1pp | 75.1%-6.5pp | 69.8%-1.2pp |
| Annual return | -17.74% | -13.81%-3.9pp | 27.45%-45.2pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,642 | $3,005-45.4% | $3,635-54.8% | $2,544-35.4% |
| Participant deferral / active EE | $7,588 | $3,693+105.5% | $4,728+60.5% | $4,237+79.1% |
| Admin fee / account holder | $565 | $625-9.6% | $6,410-91.2% | $593-4.7% |