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: JAMES J. BURNS & COMPANY, LLC Service code 15 · EIN 33-1142688 | Recordkeeping | $24,745 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,251 | $49,227+28.5% | $70,449-10.2% | $79,858-20.8% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | -3.65% | 30.06%-33.7pp | 109.03%-112.7pp | 31.71%-35.4pp |
| Employer contribution / active EE | $2,143 | $2,099+2.1% | $2,737-21.7% | $2,471-13.3% |
| Participant deferral / active EE | $10,766 | $2,768+289.0% | $3,709+190.3% | $3,740+187.9% |
| Admin fee / account holder | $187 | $2,878-93.5% | $3,845-95.1% | $5,306-96.5% |