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 MANAGEMENT5+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $34,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,578 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $376,058 | $89,652+319.5% | $141,162+166.4% | $65,185+476.9% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.5%+14.8pp | 70.2%+27.0pp |
| Annual return | 21.54% | 32.79%-11.2pp | 71.39%-49.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $7,796 | $3,065+154.4% | $4,735+64.6% | $2,177+258.2% |
| Participant deferral / active EE | $7,692 | $5,691+35.2% | $6,709+14.7% | $3,514+118.9% |
| Admin fee / account holder | $347 | $569-39.0% | $10,261-96.6% | $847-59.1% |