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 |
|---|---|---|
GENOVESE BURFORD & BROTHERS3 years Filed as: GENOVESE BURFORD & BROTHERS WEALTH Service code 15 · EIN 45-5146130 | Recordkeeping | $27,162 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,548 | $54,573-7.4% | $90,951-44.4% | $73,488-31.2% |
| Participation rate | 82.2% | 61.2%+21.0pp | 69.0%+13.2pp | 70.7%+11.5pp |
| Annual return | 12.77% | 16.69%-3.9pp | 134.60%-121.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,485 | $2,517+38.5% | $3,373+3.3% | $3,740-6.8% |
| Admin fee / account holder | $340 | $521-34.8% | $5,959-94.3% | $513-33.7% |