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 9-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,913 |
CK FINANCIAL LLC3 years Service code 15 · EIN 46-2725880 | Recordkeeping | $8,230 |
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 | $71,828 | $98,750-27.3% | $149,696-52.0% | $79,858-10.1% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.1pp |
| Annual return | 17.46% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,618 | $3,216+12.5% | $4,644-22.1% | $2,471+46.4% |
| Participant deferral / active EE | $7,458 | $5,680+31.3% | $6,842+9.0% | $3,740+99.4% |
| Admin fee / account holder | $198 | $6,053-96.7% | $9,309-97.9% | $5,306-96.3% |