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 |
|---|---|---|
WRIGHT FORD YOUNG & CO1+ years Filed as: WRIGHT FORD YOUNG & CO.CPA & CONSUL Service code 15 · EIN 95-3288054 | Recordkeeping | $8,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,275 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $32,651 | $50,464-35.3% | $75,781-56.9% | $52,331-37.6% |
| Participation rate | 91.5% | 66.8%+24.7pp | 75.8%+15.7pp | 68.1%+23.4pp |
| Annual return | 1.55% | 1.03%+0.5pp | 9.68%-8.1pp | 4.54%-3.0pp |
| Employer contribution / active EE | $912 | $1,988-54.1% | $3,323-72.6% | $1,882-51.5% |
| Participant deferral / active EE | $2,768 | $2,570+7.7% | $3,651-24.2% | $3,022-8.4% |
| Admin fee / account holder | $37 | $1,103-96.6% | $5,299-99.3% | $592-93.7% |