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 |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC6 years Service code 15 · EIN 81-2780637 | Recordkeeping | $40,221 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,402 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,317 | $89,436+44.6% | $164,813-21.5% | $77,643+66.6% |
| Participation rate | 30.7% | 78.6%-47.9pp | 78.6%-47.9pp | 70.6%-39.9pp |
| Annual return | 19.25% | 28.83%-9.6pp | 69.93%-50.7pp | 31.24%-12.0pp |
| Employer contribution / active EE | $1,332 | $2,569-48.1% | $4,341-69.3% | $2,726-51.1% |
| Participant deferral / active EE | $3,411 | $4,897-30.3% | $6,031-43.4% | $4,647-26.6% |
| Admin fee / account holder | $434 | $339+27.9% | $12,690-96.6% | $430+0.9% |