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 10-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,211 |
WOLF & COMPANY, P.C.6 years Filed as: WOLF AND COMPANY, INC Service code 15 · EIN 04-2689883 | Recordkeeping | $19,000 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,047 | $82,202+33.9% | $125,339-12.2% | $64,808+69.8% |
| Participation rate | 57.3% | 77.9%-20.5pp | 82.4%-25.0pp | 71.5%-14.1pp |
| Annual return | -16.93% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $9,060 | $7,175+26.3% | $7,446+21.7% | $4,310+110.2% |
| Admin fee / account holder | $190 | $163+16.4% | $10,010-98.1% | $188+1.2% |