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 |
|---|---|---|
YEO & YEO PC1 year Filed as: YEO & YEO CPA & BUSINESS CONSULTANT Service code 15 · EIN 38-2706146 | Recordkeeping | $6,200 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,883 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Service code 49 3764 FASHION SQUARE BLVD · SAGINAW, MI 48603 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,964 | $31,424-49.2% | $81,478-80.4% | $69,631-77.1% |
| Participation rate | 49.0% | 50.8%-1.8pp | 68.0%-18.9pp | 70.7%-21.7pp |
| Annual return | 14.66% | 22.44%-7.8pp | 38.78%-24.1pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $876 | $1,838-52.3% | $3,537-75.2% | $3,224-72.8% |
| Admin fee / account holder | $54 | $103-47.3% | $4,561-98.8% | $110-51.0% |