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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,589 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: H.D. VEST FINANCIAL SERVICES Service code 49 717 CEDAR BAYOU ROAD · BAYTOWN, TX 77520 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,508 | $73,638-2.9% | $95,952-25.5% | $73,488-2.7% |
| Participation rate | 70.5% | 76.2%-5.7pp | 77.1%-6.6pp | 70.7%-0.2pp |
| Annual return | 9.94% | 16.78%-6.8pp | 91.61%-81.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $2,501 | $1,863+34.3% | $2,541-1.6% | $2,270+10.2% |
| Participant deferral / active EE | $4,769 | $3,617+31.8% | $4,167+14.4% | $3,740+27.5% |
| Admin fee / account holder | $25 | $482-94.8% | $6,795-99.6% | $513-95.1% |