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 |
|---|---|---|
BONADIO & CO., LLP2 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $10,500 |
Service code 15 · EIN 04-3838205 | Recordkeeping | $5,967 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $5,465 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $490 |
ADP BROKER-DEALER6+ 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 | $25,134 | $65,322-61.5% | $70,449-64.3% | $73,488-65.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 24.61% | 15.71%+8.9pp | 109.03%-84.4pp | 28.51%-3.9pp |
| Employer contribution / active EE | $5,638 | $2,460+129.2% | $2,737+106.0% | $2,270+148.3% |
| Participant deferral / active EE | $2,549 | $3,375-24.5% | $3,709-31.3% | $3,740-31.8% |
| Admin fee / account holder | $152 | $214-29.1% | $3,845-96.1% | $513-70.4% |