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, LLP3 years Service code 10 · EIN 81-4772345 | Accounting | $13,220 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,017 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2 years Service code 49 75 W TOWNE RIDGE PARKWAY · SANDY, UT 84070 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $69,549 | $81,474-14.6% | $133,956-48.1% | $73,488-5.4% |
| Participation rate | 98.9% | 76.4%+22.5pp | 79.8%+19.0pp | 70.7%+28.2pp |
| Annual return | 18.31% | 19.40%-1.1pp | 45.09%-26.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $3,547 | $2,209+60.5% | $3,919-9.5% | $2,270+56.2% |
| Participant deferral / active EE | $5,068 | $3,786+33.9% | $5,048+0.4% | $3,740+35.5% |
| Admin fee / account holder | $74 | $713-89.6% | $8,927-99.2% | $513-85.5% |