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. REICHERT3 years Service code 15 · EIN 84-0858799 | Recordkeeping | $47,566 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,350 |
ADP BROKER-DEALER6+ 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 | $109,172 | $58,879+85.4% | $178,490-38.8% | $73,488+48.6% |
| Participation rate | 76.2% | 66.2%+10.0pp | 81.9%-5.7pp | 70.7%+5.6pp |
| Annual return | 11.90% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,888 | $2,236+29.1% | $5,011-42.4% | $2,270+27.2% |
| Participant deferral / active EE | $5,739 | $2,567+123.6% | $5,202+10.3% | $3,740+53.5% |
| Admin fee / account holder | $219 | $400-45.2% | $13,984-98.4% | $513-57.2% |