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.5 years Filed as: WADE FINANCIAL ADVISORY, INC. Service code 15 · EIN 77-0297228 | Recordkeeping | $13,284 |
HILLTOP SECURITIES INC.1 year Service code 27 1201 ELM ST · DALLAS, TX 75270 | Advisory (Plan) | $9,792 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,404 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,905 | $82,978-35.0% | $129,995-58.5% | $71,457-24.6% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 9.59% | 20.60%-11.0pp | -137.18%+146.8pp | 28.85%-19.3pp |
| Employer contribution / active EE | $519 | $2,622-80.2% | $4,320-88.0% | $2,588-80.0% |
| Participant deferral / active EE | $3,541 | $4,432-20.1% | $5,820-39.2% | $4,289-17.4% |
| Admin fee / account holder | $394 | $1,729-77.2% | $10,614-96.3% | $1,587-75.2% |