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 |
|---|---|---|
RAPHAEL AND RAPHAEL, LLP4+ years Service code 15 · EIN 04-2206126 | Recordkeeping | $8,750 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,005 |
TD AMERITRADE, INC.4+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $48 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 141 LONGWATER DRIVE · NORWELL, MA 02061 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,052 | $28,109+81.6% | $71,086-28.2% | $56,287-9.3% |
| Participation rate | 52.6% | 40.4%+12.2pp | 54.7%-2.0pp | 69.9%-17.3pp |
| Annual return | -8.11% | -615.05%+606.9pp | 650.59%-658.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $876 | $558+57.0% | $1,088-19.5% | $2,111-58.5% |
| Participant deferral / active EE | $2,638 | $1,116+136.4% | $1,874+40.7% | $3,350-21.3% |
| Admin fee / account holder | $70 | $585-88.1% | $3,082-97.7% | $521-86.6% |