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 |
|---|---|---|
JAMES A. REICHERT1 year Service code 15 · EIN 84-0858799 | Recordkeeping | $48,714 |
Service code 15 · EIN 61-1732930 | Recordkeeping | $10,473 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,738 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $84,176 | $37,196+126.3% | $154,107-45.4% | $55,725+51.1% |
| Participation rate | 79.7% | 64.1%+15.6pp | 83.0%-3.3pp | 70.9%+8.8pp |
| Annual return | -5.47% | 1319.68%-1325.1pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,569 | $1,614+59.2% | $5,298-51.5% | $2,078+23.6% |
| Participant deferral / active EE | $4,943 | $2,068+139.0% | $5,081-2.7% | $3,356+47.3% |
| Admin fee / account holder | $257 | $102+152.7% | $13,411-98.1% | $115+122.9% |