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 9-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 |
|---|---|---|
WADE STABLES P.C.4 years Filed as: WADE FINANCIAL ADVISORY, INC. Service code 15 · EIN 77-0297228 | Recordkeeping | $54,953 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,472 |
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 | $57,260 | $81,900-30.1% | $119,609-52.1% | $68,494-16.4% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -9.25% | -23.82%+14.6pp | -14.97%+5.7pp | -7.84%-1.4pp |
| Employer contribution / active EE | $733 | $2,693-72.8% | $4,232-82.7% | $2,596-71.8% |
| Participant deferral / active EE | $3,536 | $4,148-14.7% | $5,602-36.9% | $4,027-12.2% |
| Admin fee / account holder | $634 | $6,582-90.4% | $10,323-93.9% | $5,403-88.3% |