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 |
|---|---|---|
GERBER LLC1 year Filed as: GERBER KAWASAKI, INC. Service code 15 · EIN 27-2274173 | Recordkeeping | $26,706 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,044 |
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 | $42,212 | $101,499-58.4% | $147,005-71.3% | $74,546-43.4% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 21.20% | 8732.34%-8711.1pp | 418.76%-397.6pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $4,597 | $3,811+20.6% | $4,934-6.8% | $2,624+75.2% |
| Participant deferral / active EE | $11,091 | $7,304+51.8% | $8,070+37.4% | $4,347+155.1% |
| Admin fee / account holder | $128 | $1,748-92.7% | $13,006-99.0% | $1,944-93.4% |