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 & CO2+ years Filed as: WRIGHT FORD YOUNG & CO.CPA & CONSUL Service code 15 · EIN 95-3288054 | Recordkeeping | $8,000 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,275 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | 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 | $35,447 | $52,884-33.0% | $84,750-58.2% | $55,167-35.7% |
| Participation rate | 90.4% | 67.5%+22.9pp | 76.6%+13.8pp | 69.0%+21.4pp |
| Annual return | 6.51% | 18.03%-11.5pp | 22.78%-16.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $934 | $2,233-58.2% | $3,574-73.9% | $1,963-52.4% |
| Participant deferral / active EE | $2,734 | $2,644+3.4% | $3,712-26.3% | $3,054-10.5% |
| Admin fee / account holder | $40 | $581-93.2% | $5,332-99.3% | $504-92.1% |