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. REICHERT4 years Service code 15 · EIN 84-0858799 | Recordkeeping | $16,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,426 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,172 | $102,553-21.8% | $151,611-47.1% | $66,914+19.8% |
| Participation rate | 94.2% | 85.5%+8.7pp | 87.5%+6.7pp | 69.8%+24.4pp |
| Annual return | -14.45% | -10.82%-3.6pp | 3.33%-17.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,346 | $4,180-20.0% | $6,166-45.7% | $2,544+31.5% |
| Participant deferral / active EE | $4,393 | $6,641-33.8% | $8,363-47.5% | $4,237+3.7% |
| Admin fee / account holder | $234 | $630-62.9% | $11,616-98.0% | $593-60.6% |