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 LLC4 years Service code 15 · EIN 82-3226180 | Recordkeeping | $53,091 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,828 |
ADP BROKER-DEALER7 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 | $134,466 | $76,670+75.4% | $96,683+39.1% | $71,457+88.2% |
| Participation rate | 63.9% | 66.6%-2.7pp | 74.3%-10.4pp | 67.9%-4.0pp |
| Annual return | 18.72% | 48.29%-29.6pp | 35.69%-17.0pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,639 | $3,031-45.9% | $3,737-56.1% | $2,588-36.7% |
| Participant deferral / active EE | $7,773 | $3,771+106.1% | $4,878+59.3% | $4,289+81.2% |
| Admin fee / account holder | $568 | $2,028-72.0% | $6,730-91.6% | $1,587-64.2% |