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 MANAGEMENT4+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $34,665 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK, LLP Service code 15 · EIN 16-0765486 | Recordkeeping | $5,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,920 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $319,225 | $73,102+336.7% | $123,544+158.4% | $56,287+467.1% |
| Participation rate | 98.2% | 74.3%+23.9pp | 82.3%+15.9pp | 69.9%+28.3pp |
| Annual return | -6.07% | 3.01%-9.1pp | 119.20%-125.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $7,368 | $2,977+147.5% | $4,628+59.2% | $2,111+249.0% |
| Participant deferral / active EE | $7,217 | $5,423+33.1% | $6,426+12.3% | $3,350+115.5% |
| Admin fee / account holder | $318 | $554-42.5% | $9,284-96.6% | $521-38.9% |