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: SATTY,LEVINE, CIACCO, CPAS P.C. Service code 15 · EIN 11-2370855 | Recordkeeping | $11,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $720 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $88,178 | $78,705+12.0% | $117,854-25.2% | $70,131+25.7% |
| Participation rate | 97.9% | 73.2%+24.7pp | 79.7%+18.3pp | 69.5%+28.4pp |
| Annual return | 16.16% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,708 | $2,223-23.2% | $3,786-54.9% | $2,342-27.1% |
| Participant deferral / active EE | $1,890 | $3,297-42.7% | $4,482-57.8% | $3,332-43.3% |
| Admin fee / account holder | $109 | $5,065-97.9% | $8,020-98.6% | $4,645-97.7% |