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 6-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 |
|---|---|---|
HAPANOWICZ & ASSOCIATES5 years Filed as: HAPANOWICZ & ASSOCIATES FINANCIAL S Service code 15 · EIN 25-1839938 | Recordkeeping | $21,570 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,239 | $87,870-32.6% | $113,168-47.7% | $74,304-20.3% |
| Participation rate | 94.0% | 70.7%+23.3pp | 76.6%+17.4pp | 60.3%+33.7pp |
| Annual return | 18.18% | 26.44%-8.3pp | 24.27%-6.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,300 | $2,277-42.9% | $2,975-56.3% | $2,241-42.0% |
| Participant deferral / active EE | $4,098 | $4,241-3.4% | $5,107-19.8% | $3,767+8.8% |
| Admin fee / account holder | $292 | $3,368-91.3% | $12,068-97.6% | $2,969-90.2% |