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 |
|---|---|---|
LARA MAY & ASSOCIATES LLC2+ years Filed as: LARA, MAY & ASSOCIATES, LLC Service code 15 · EIN 26-1142393 | Recordkeeping | $14,585 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,438 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES INC. Service code 15 · EIN 52-1053785 | Recordkeeping | $7,000 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $12 |
ADP BROKER-DEALER2+ years Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,559 | $47,848-44.5% | $81,478-67.4% | $70,131-62.1% |
| Participation rate | 78.6% | 58.3%+20.3pp | 68.0%+10.6pp | 69.5%+9.0pp |
| Annual return | 17.60% | 27.25%-9.6pp | 38.78%-21.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $112 | $1,527-92.6% | $2,568-95.6% | $2,342-95.2% |
| Participant deferral / active EE | $3,932 | $2,453+60.3% | $3,537+11.2% | $3,332+18.0% |
| Admin fee / account holder | $233 | $3,145-92.6% | $4,561-94.9% | $4,645-95.0% |