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 |
|---|---|---|
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $36,443 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,286 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,159 | $61,272+6.3% | $149,673-56.5% | $71,457-8.8% |
| Participation rate | 66.7% | 62.5%+4.2pp | 78.8%-12.1pp | 67.9%-1.3pp |
| Annual return | 21.65% | 35.85%-14.2pp | 134.42%-112.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $2,787 | $2,378+17.2% | $4,818-42.2% | $2,588+7.7% |
| Participant deferral / active EE | $5,936 | $2,917+103.5% | $5,680+4.5% | $4,289+38.4% |
| Admin fee / account holder | $305 | $1,261-75.8% | $13,210-97.7% | $1,587-80.8% |