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 | $14,518 |
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 | $4,500 |
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 | $27,278 | $60,545-54.9% | $92,233-70.4% | $69,631-60.8% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.5%+16.8pp | 70.7%+22.6pp |
| Annual return | 13.15% | 19.71%-6.6pp | 176.28%-163.1pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $984 | $2,633-62.6% | $3,679-73.3% | $2,032-51.6% |
| Participant deferral / active EE | $2,563 | $2,828-9.4% | $3,897-34.2% | $3,224-20.5% |
| Admin fee / account holder | $47 | $145-67.7% | $5,194-99.1% | $110-57.7% |