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 | $15,988 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,801 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,151 | $932,052-90.2% | $189,513-51.9% | - |
| Participation rate | 94.9% | 77.2%+17.8pp | 87.8%+7.1pp | - |
| Annual return | 12.05% | 10.81%+1.2pp | 555.15%-543.1pp | - |
| Employer contribution / active EE | $3,260 | $3,785-13.9% | $6,162-47.1% | - |
| Participant deferral / active EE | $4,399 | $5,497-20.0% | $8,221-46.5% | - |
| Admin fee / account holder | $212 | $117,148-99.8% | $12,045-98.2% | - |