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 MANAGEMENT6+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $25,499 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,532 |
ADP BROKER-DEALER6+ 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 | $445,056 | $99,957+345.2% | $149,696+197.3% | $73,488+505.6% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 18.48% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $7,344 | $3,191+130.1% | $4,644+58.1% | $2,270+223.5% |
| Participant deferral / active EE | $7,205 | $6,073+18.6% | $6,842+5.3% | $3,740+92.7% |
| Admin fee / account holder | $332 | $551-39.6% | $9,309-96.4% | $513-35.2% |