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 |
|---|---|---|
CHERRY BEKAERT LLP1+ years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT, L Service code 15 · EIN 62-1752578 | Recordkeeping | $102,839 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $90,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,759 | $72,770-6.9% | $67,652+0.2% | $55,191+22.8% |
| Participation rate | 99.3% | 78.8%+20.5pp | 75.7%+23.6pp | 69.2%+30.1pp |
| Annual return | -0.52% | -3.26%+2.7pp | 6625.04%-6625.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,415 | $1,769+93.0% | $2,266+50.7% | $1,899+79.8% |
| Participant deferral / active EE | $3,498 | $3,408+2.6% | $3,560-1.7% | $3,046+14.8% |
| Admin fee / account holder | $301 | $79+281.9% | $4,821-93.8% | $91+231.5% |