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 |
|---|---|---|
J.J. BURNS & COMPANY, LLC2 years Filed as: JAMES J. BURNS & COMPANY, LLC Service code 15 · EIN 33-1142688 | Recordkeeping | $11,707 |
ADP BROKER-DEALER3 years 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 | $109,134 | $53,822+102.8% | $75,696+44.2% | $85,850+27.1% |
| Participation rate | 95.2% | 69.1%+26.2pp | 74.8%+20.4pp | 69.3%+25.9pp |
| Annual return | 43.00% | 24.54%+18.5pp | 104.53%-61.5pp | 318.53%-275.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,148 | $2,895+181.4% | $3,821+113.2% | $3,952+106.2% |
| Admin fee / account holder | $129 | $3,343-96.1% | $3,619-96.4% | $6,260-97.9% |