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 | $20,198 | $50,498-60.0% | $75,781-73.3% | $55,191-63.4% |
| Participation rate | 79.8% | 69.4%+10.4pp | 75.8%+4.0pp | 69.2%+10.7pp |
| Annual return | -1.01% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $659 | $2,291-71.2% | $3,323-80.2% | $1,899-65.3% |
| Participant deferral / active EE | $1,806 | $2,589-30.2% | $3,651-50.5% | $3,046-40.7% |
| Admin fee / account holder | $18 | $123-85.2% | $5,299-99.7% | $91-80.0% |