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 |
|---|---|---|
WOODRUFF SAWYER & CO2 years Service code 15 · EIN 45-5618373 | Recordkeeping | $18,347 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER2 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.)
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 | $80,484 | $67,606+19.0% | $82,313-2.2% | $70,131+14.8% |
| Participation rate | 77.2% | 72.8%+4.4pp | 76.9%+0.3pp | 69.5%+7.6pp |
| Annual return | 16.52% | 21.57%-5.0pp | 25.88%-9.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,406 | $1,755-19.9% | $2,428-42.1% | $2,342-40.0% |
| Participant deferral / active EE | $8,850 | $2,987+196.3% | $3,706+138.8% | $3,332+165.6% |
| Admin fee / account holder | $328 | $4,512-92.7% | $5,608-94.1% | $4,645-92.9% |