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 LLC2 years Service code 15 · EIN 20-5920032 | Recordkeeping | $32,884 |
WRIGHT FORD YOUNG & CO4+ years Filed as: WRIGHT FORD YOUNG & CO.CPA & CONSUL Service code 15 · EIN 95-3288054 | Recordkeeping | $8,250 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $5,100 |
ADP BROKER-DEALER4+ 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 | $24,421 | $56,443-56.7% | $83,848-70.9% | $55,725-56.2% |
| Participation rate | 97.5% | 72.0%+25.5pp | 76.1%+21.4pp | 70.9%+26.7pp |
| Annual return | -4.50% | 393.67%-398.2pp | 850.88%-855.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,101 | $2,682-58.9% | $3,631-69.7% | $2,078-47.0% |
| Participant deferral / active EE | $2,951 | $2,965-0.5% | $4,082-27.7% | $3,356-12.0% |
| Admin fee / account holder | $69 | $156-55.6% | $5,478-98.7% | $115-39.8% |