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 |
|---|---|---|
FOSTER & FOSTER1 year Filed as: FOSTER AND LAWRENCE ACCOUNTANCY COR Service code 10 | Accounting | $14,500 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $670 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 10 · EIN 41-2100638 | Accounting | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 800 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Other Services | $0 |
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 | $86,218 | $89,355-3.5% | $141,162-38.9% | $72,985+18.1% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 23.63% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,006 | $3,114-67.7% | $4,735-78.8% | $2,440-58.8% |
| Participant deferral / active EE | $6,755 | $5,418+24.7% | $6,709+0.7% | $3,607+87.3% |
| Admin fee / account holder | $7 | $5,958-99.9% | $10,261-99.9% | $5,124-99.9% |