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 5-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 |
|---|---|---|
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, PC Service code 15 · EIN 13-4255527 | Recordkeeping | $21,935 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,916 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,868 | $79,700-65.0% | $153,485-81.8% | $74,495-62.6% |
| Participation rate | 85.4% | 69.8%+15.6pp | 77.1%+8.4pp | 67.2%+18.2pp |
| Annual return | 13.62% | 15.07%-1.4pp | 15.65%-2.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $4,016-100.0% | $5,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,176 | $5,315+16.2% | $6,757-8.6% | $4,346+42.1% |
| Admin fee / account holder | $104 | $1,790-94.2% | $12,724-99.2% | $1,942-94.7% |