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 37 · EIN 13-3036745 | Loan Processing | $3,975 |
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 | $21,913 | $57,921-62.2% | $84,750-74.1% | $57,658-62.0% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 70.2%+19.5pp |
| Annual return | 6.24% | 10.24%-4.0pp | 22.78%-16.5pp | 5.13%+1.1pp |
| Employer contribution / active EE | $853 | $2,598-67.2% | $3,574-76.1% | $1,974-56.8% |
| Participant deferral / active EE | $2,237 | $2,742-18.4% | $3,712-39.7% | $3,061-26.9% |
| Admin fee / account holder | $20 | $130-84.8% | $5,332-99.6% | $95-79.2% |