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 |
|---|---|---|
EXETER FINANCIAL LLC1 year Service code 15 · EIN 20-5920032 | Recordkeeping | $10,671 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $8,250 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,925 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $38,021 | $58,726-35.3% | $92,233-58.8% | $62,292-39.0% |
| Participation rate | 95.7% | 68.3%+27.3pp | 76.5%+19.2pp | 69.5%+26.2pp |
| Annual return | 14.68% | 43.62%-28.9pp | 176.28%-161.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,113 | $2,392-53.4% | $3,679-69.7% | $2,042-45.5% |
| Participant deferral / active EE | $3,249 | $2,766+17.5% | $3,897-16.6% | $3,169+2.5% |
| Admin fee / account holder | $74 | $556-86.6% | $5,194-98.6% | $479-84.5% |