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: JOHN ROMANO Service code 15 · EIN 11-3237905 | Recordkeeping | $22,215 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $73,149 | $60,795+20.3% | $69,455+5.3% | $65,185+12.2% |
| Participation rate | 81.9% | 74.9%+7.1pp | 74.6%+7.3pp | 70.2%+11.7pp |
| Annual return | 5.65% | 17.46%-11.8pp | 28.97%-23.3pp | 29.38%-23.7pp |
| Employer contribution / active EE | $1,429 | $2,452-41.7% | $2,779-48.6% | $2,177-34.4% |
| Participant deferral / active EE | $6,442 | $3,162+103.7% | $3,535+82.2% | $3,514+83.3% |
| Admin fee / account holder | $179 | $314-43.0% | $3,839-95.3% | $847-78.9% |