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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $64,625 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $25,255 |
VESTAL & WILER CPAS1 year Filed as: VESTAL & WILER, CPAS Service code 15 · EIN 59-3198021 | Recordkeeping | $8,375 |
ADP BROKER-DEALER2+ years 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 | $8,074 | $23,385-65.5% | $69,182-88.3% | $57,658-86.0% |
| Participation rate | 86.0% | 37.9%+48.1pp | 55.1%+30.9pp | 70.2%+15.8pp |
| Annual return | 5.45% | -659.34%+664.8pp | -21.93%+27.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $213 | $422-49.6% | $1,206-82.3% | $1,974-89.2% |
| Participant deferral / active EE | $1,463 | $843+73.5% | $1,897-22.9% | $3,061-52.2% |
| Admin fee / account holder | $130 | $82+58.3% | $2,697-95.2% | $95+37.5% |