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 | $16,011 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 84-0858799 | Recordkeeping | $11,412 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $87,352 | $136,307-35.9% | $177,821-50.9% | $73,488+18.9% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.5pp | 70.7%+24.6pp |
| Annual return | 14.93% | 18.68%-3.8pp | 48.32%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,746 | $3,712-26.0% | $5,918-53.6% | $2,270+21.0% |
| Participant deferral / active EE | $3,727 | $5,829-36.1% | $7,714-51.7% | $3,740-0.3% |
| Admin fee / account holder | $223 | $596-62.6% | $12,427-98.2% | $513-56.5% |