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. REICHERT5 years Service code 15 · EIN 84-0858799 | Recordkeeping | $59,276 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,719 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,213 | $65,061+63.3% | $143,757-26.1% | $66,914+58.7% |
| Participation rate | 82.0% | 65.2%+16.8pp | 80.3%+1.7pp | 69.8%+12.2pp |
| Annual return | -14.56% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,640 | $2,361+11.8% | $4,951-46.7% | $2,544+3.8% |
| Participant deferral / active EE | $5,907 | $2,919+102.4% | $5,637+4.8% | $4,237+39.4% |
| Admin fee / account holder | $334 | $502-33.4% | $14,673-97.7% | $593-43.7% |