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 | $16,000 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,214 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,943 | $98,982-23.3% | $162,163-53.2% | $65,185+16.5% |
| Participation rate | 91.3% | 85.8%+5.5pp | 87.6%+3.7pp | 70.2%+21.1pp |
| Annual return | 20.21% | 24.84%-4.6pp | 115.59%-95.4pp | 29.38%-9.2pp |
| Employer contribution / active EE | $4,190 | $3,467+20.9% | $5,614-25.4% | $2,177+92.5% |
| Participant deferral / active EE | $3,360 | $5,384-37.6% | $7,298-54.0% | $3,514-4.4% |
| Admin fee / account holder | $233 | $596-61.0% | $10,843-97.9% | $847-72.5% |