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. REICHERT2 years Service code 15 · EIN 84-0858799 | Recordkeeping | $47,120 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,075 |
ADP BROKER-DEALER5+ 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 | $94,095 | $62,928+49.5% | $172,739-45.5% | $67,579+39.2% |
| Participation rate | 80.0% | 64.5%+15.5pp | 82.6%-2.6pp | 71.3%+8.7pp |
| Annual return | 21.06% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $2,574 | $1,636+57.3% | $5,143-50.0% | $2,148+19.8% |
| Participant deferral / active EE | $5,184 | $2,145+141.7% | $5,198-0.3% | $3,539+46.5% |
| Admin fee / account holder | $220 | $167+31.8% | $13,954-98.4% | $142+54.4% |