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. REICHERT5 years Service code 15 · EIN 84-0858799 | Recordkeeping | $16,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,327 |
ADP BROKER-DEALER5 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 | $92,620 | $130,194-28.9% | $169,993-45.5% | $71,457+29.6% |
| Participation rate | 91.4% | 86.1%+5.3pp | 87.0%+4.4pp | 67.9%+23.5pp |
| Annual return | 15.43% | 20.37%-4.9pp | 53.37%-37.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,515 | $4,381-19.8% | $6,785-48.2% | $2,588+35.8% |
| Participant deferral / active EE | $4,670 | $6,923-32.5% | $10,408-55.1% | $4,289+8.9% |
| Admin fee / account holder | $235 | $966-75.7% | $12,815-98.2% | $1,587-85.2% |