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 |
|---|---|---|
JSC ADVISORS2+ years Filed as: JSC ADVISORS, LLC Service code 15 · EIN 26-3162577 | Recordkeeping | $49,698 |
Filed as: ALLOY, SILVERSTEIN, SHAPIRO Service code 15 · EIN 22-1942902 | Recordkeeping | $5,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,580 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,764 | $89,739-53.5% | $149,718-72.1% | $62,292-33.0% |
| Participation rate | 75.0% | 85.1%-10.1pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 15.76% | 21.01%-5.2pp | 1501.63%-1485.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $616 | $3,233-80.9% | $5,445-88.7% | $2,042-69.8% |
| Participant deferral / active EE | $2,705 | $4,797-43.6% | $6,569-58.8% | $3,169-14.6% |
| Admin fee / account holder | $205 | $551-62.7% | $11,283-98.2% | $479-57.1% |