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 |
|---|---|---|
TAGSTONE CAPITAL, INC.2+ years Service code 15 · EIN 32-0355210 | Recordkeeping | $23,417 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,926 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $120,959 | $69,977+72.9% | $108,579+11.4% | $62,891+92.3% |
| Participation rate | 86.8% | 72.9%+13.9pp | 79.6%+7.3pp | 69.3%+17.5pp |
| Annual return | 5.62% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,357 | $2,135-36.4% | $3,758-63.9% | $2,281-40.5% |
| Participant deferral / active EE | $3,470 | $3,165+9.7% | $4,311-19.5% | $3,203+8.3% |
| Admin fee / account holder | $248 | $5,076-95.1% | $7,645-96.7% | $4,296-94.2% |