See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT6 years Service code 15 · EIN 84-0858799 | Recordkeeping | $58,072 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,796 |
ADP BROKER-DEALER9+ 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 | $118,778 | $61,272+93.9% | $149,673-20.6% | $71,457+66.2% |
| Participation rate | 81.2% | 62.5%+18.6pp | 78.8%+2.4pp | 67.9%+13.2pp |
| Annual return | 15.11% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,093 | $2,378+30.0% | $4,818-35.8% | $2,588+19.5% |
| Participant deferral / active EE | $6,861 | $2,917+135.2% | $5,680+20.8% | $4,289+60.0% |
| Admin fee / account holder | $373 | $1,261-70.4% | $13,210-97.2% | $1,587-76.5% |