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 |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $10,395 |
WRIGHT FORD YOUNG & CO1+ years Filed as: WRIGHT FORD YOUNG & CO.CPA & CONSUL Service code 15 · EIN 95-3288054 | Recordkeeping | $9,750 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,990 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,868 | $70,667-30.8% | $123,104-60.3% | $52,331-6.6% |
| Participation rate | 65.1% | 83.7%-18.6pp | 86.8%-21.7pp | 68.1%-3.0pp |
| Annual return | 1.90% | 6.23%-4.3pp | 13.22%-11.3pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,775 | $2,946-39.7% | $5,151-65.5% | $1,882-5.7% |
| Participant deferral / active EE | $5,933 | $4,493+32.1% | $6,230-4.8% | $3,022+96.3% |
| Admin fee / account holder | $172 | $506-66.0% | $9,015-98.1% | $592-70.9% |