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 |
|---|---|---|
BAERG & ASSOCIATES, LLP1 year Service code 15 · EIN 81-4772345 | Recordkeeping | $11,405 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,767 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 75 W TOWNE RIDGE PARKWAY · SANDY, UT 84070 | Other Services | $0 |
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 | $40,768 | $66,302-38.5% | $110,238-63.0% | $56,287-27.6% |
| Participation rate | 99.5% | 74.9%+24.5pp | 79.8%+19.6pp | 69.9%+29.6pp |
| Annual return | -6.25% | -1.18%-5.1pp | 314.74%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,582 | $2,047+26.1% | $3,826-32.5% | $2,111+22.3% |
| Participant deferral / active EE | $3,689 | $3,381+9.1% | $4,672-21.0% | $3,350+10.1% |
| Admin fee / account holder | $91 | $698-87.0% | $8,547-98.9% | $521-82.6% |