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 |
|---|---|---|
ARBOR CAPITAL MANAGEMENT1+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $29,679 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,320 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,785 | $70,002+258.3% | $115,037+118.0% | $52,331+379.2% |
| Participation rate | 95.3% | 72.1%+23.2pp | 81.4%+14.0pp | 68.1%+27.2pp |
| Annual return | -1.08% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $6,129 | $2,715+125.7% | $4,608+33.0% | $1,882+225.7% |
| Participant deferral / active EE | $7,414 | $4,920+50.7% | $6,026+23.0% | $3,022+145.3% |
| Admin fee / account holder | $251 | $566-55.6% | $8,175-96.9% | $592-57.5% |