Filed November 22, 2024
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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,371 |
ARCHFORD CAPITAL STRATEGIES, LLC10+ years Service code 15 · EIN 46-2394834 | Recordkeeping | $46,866 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,074 | $62,624+26.3% | $177,989-55.6% | $77,643+1.8% |
| Participation rate | 76.7% | 66.8%+9.9pp | 77.1%-0.4pp | 70.6%+6.1pp |
| Annual return | 10.37% | 16.16%-5.8pp | 294.48%-284.1pp | 31.24%-20.9pp |
| Employer contribution / active EE | $1,197 | $1,909-37.3% | $3,949-69.7% | $2,726-56.1% |
| Participant deferral / active EE | $3,067 | $4,219-27.3% | $6,276-51.1% | $4,647-34.0% |
| Admin fee / account holder | $248 | $386-35.7% | $10,363-97.6% | $430-42.3% |