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 |
|---|---|---|
WALTERS & SKLYAR LLP1 year Filed as: WALTERS FINANCIAL SERVICES Service code 15 · EIN 59-3618759 | Recordkeeping | $10,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,035 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,749 | $81,625-24.4% | $167,512-63.1% | $74,304-16.9% |
| Participation rate | 71.7% | 60.0%+11.7pp | 77.1%-5.4pp | 60.3%+11.3pp |
| Annual return | 15.84% | 26.09%-10.3pp | 1615.79%-1600.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $558 | $2,010-72.2% | $3,882-85.6% | $2,241-75.1% |
| Participant deferral / active EE | $4,103 | $4,115-0.3% | $6,405-35.9% | $3,767+8.9% |
| Admin fee / account holder | $150 | $3,474-95.7% | $9,769-98.5% | $2,969-95.0% |