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, LLP5+ years Service code 15 · EIN 04-2206126 | Recordkeeping | $8,950 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,815 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $13 |
ADP BROKER-DEALER5+ 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 | $49,217 | $31,679+55.4% | $74,701-34.1% | $65,185-24.5% |
| Participation rate | 68.5% | 40.4%+28.1pp | 54.5%+14.0pp | 70.2%-1.7pp |
| Annual return | 21.40% | 39.04%-17.6pp | 752.92%-731.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $931 | $566+64.5% | $1,084-14.1% | $2,177-57.2% |
| Participant deferral / active EE | $2,700 | $1,191+126.7% | $1,964+37.5% | $3,514-23.2% |
| Admin fee / account holder | $59 | $379-84.5% | $3,333-98.2% | $847-93.1% |