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 LLP6+ years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT, L Service code 15 · EIN 62-1752578 | Recordkeeping | $111,072 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,679 |
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 | $94,830 | $79,519+19.3% | $95,952-1.2% | $73,409+29.2% |
| Participation rate | 99.5% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 13.11% | 19.20%-6.1pp | 91.61%-78.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $3,570 | $2,048+74.3% | $2,541+40.5% | $2,234+59.8% |
| Participant deferral / active EE | $5,109 | $4,138+23.5% | $4,167+22.6% | $3,805+34.2% |
| Admin fee / account holder | $253 | $184+37.5% | $6,795-96.3% | $158+60.5% |