See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $51,701 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,691 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $11,950 |
ADP BROKER-DEALER5+ years Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,306 | $66,310+4.5% | $93,606-26.0% | $65,185+6.3% |
| Participation rate | 87.9% | 74.0%+13.9pp | 75.8%+12.1pp | 70.2%+17.7pp |
| Annual return | 19.85% | 42.58%-22.7pp | 32.76%-12.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $933 | $2,012-53.6% | $2,718-65.7% | $2,177-57.1% |
| Participant deferral / active EE | $3,978 | $3,342+19.0% | $4,069-2.2% | $3,514+13.2% |
| Admin fee / account holder | $315 | $6,897-95.4% | $7,888-96.0% | $847-62.8% |