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, LLP6+ years Service code 15 · EIN 04-2206126 | Recordkeeping | $9,250 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $910 |
ADP BROKER-DEALER6+ 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,589 | $35,986+10.0% | $77,482-48.9% | $73,488-46.1% |
| Participation rate | 77.2% | 40.8%+36.3pp | 54.2%+23.0pp | 70.7%+6.5pp |
| Annual return | 7.18% | 19.26%-12.1pp | 54.79%-47.6pp | 28.51%-21.3pp |
| Employer contribution / active EE | $849 | $557+52.4% | $986-13.9% | $2,270-62.6% |
| Participant deferral / active EE | $2,448 | $1,198+104.4% | $1,861+31.5% | $3,740-34.6% |
| Admin fee / account holder | $53 | $466-88.5% | $2,858-98.1% | $513-89.6% |