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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,831 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $36,000 |
GECOM CORPORATION1+ years Filed as: GECOM Service code 15 1025 BARABHEL LANE · GREENSBURG, IN 47240 | Recordkeeping | $15,003 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,331 | $79,519-20.4% | $95,952-34.0% | $73,409-13.7% |
| Participation rate | 99.4% | 81.2%+18.2pp | 77.1%+22.3pp | 72.2%+27.2pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $564 | $2,048-72.5% | $2,541-77.8% | $2,234-74.8% |
| Participant deferral / active EE | $1,674 | $4,138-59.5% | $4,167-59.8% | $3,805-56.0% |
| Admin fee / account holder | $145 | $184-21.4% | $6,795-97.9% | $158-8.2% |