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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,669 |
ANNEX WEALTH MANAGEMENT LLC4 years Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 15 · EIN 68-0524298 | Recordkeeping | $42,022 |
VRAKAS S.C.1 year Filed as: VRAKAS CPAS Service code 15 · EIN 39-1453055 | Recordkeeping | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,637 | $89,808-61.4% | $100,391-65.5% | $77,643-55.4% |
| Participation rate | 96.4% | 81.2%+15.2pp | 81.5%+14.9pp | 70.6%+25.9pp |
| Annual return | 15.42% | 20.62%-5.2pp | 49.20%-33.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,694 | $8,284-19.2% | $8,082-17.2% | $4,647+44.0% |
| Admin fee / account holder | $217 | $174+24.2% | $7,899-97.3% | $430-49.7% |