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 | $9,145 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 15 · EIN 95-2648289 | Recordkeeping | $6,100 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,400 |
ADP BROKER-DEALER3+ 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 | $50,665 | $89,739-43.5% | $149,718-66.2% | $62,292-18.7% |
| Participation rate | 70.1% | 85.1%-15.0pp | 87.1%-17.0pp | 69.5%+0.6pp |
| Annual return | 18.49% | 21.01%-2.5pp | 1501.63%-1483.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,670 | $3,233-48.3% | $5,445-69.3% | $2,042-18.2% |
| Participant deferral / active EE | $5,568 | $4,797+16.1% | $6,569-15.2% | $3,169+75.7% |
| Admin fee / account holder | $120 | $551-78.2% | $11,283-98.9% | $479-74.9% |