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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,695 |
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 15 · EIN 90-0497525 | Recordkeeping | $40,163 |
R.E. MICHEL COMPANY, LLC1 year Service code 15 · EIN 52-0577320 | Recordkeeping | $5,000 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $56 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,466 | $82,783-55.9% | $133,956-72.8% | $90,288-59.6% |
| Participation rate | 89.5% | 81.3%+8.2pp | 79.8%+9.6pp | 73.4%+16.1pp |
| Annual return | 13.36% | 21.89%-8.5pp | 45.09%-31.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $634 | $2,388-73.4% | $3,919-83.8% | $2,524-74.9% |
| Participant deferral / active EE | $2,462 | $4,291-42.6% | $5,048-51.2% | $4,232-41.8% |
| Admin fee / account holder | $95 | $93+2.4% | $8,927-98.9% | $114-16.6% |