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 |
|---|---|---|
UNGER ROBERT10+ years Service code 15 PO BOX 161 · NEWTON SQUARE, PA 19073 | Recordkeeping | $20,425 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,962 | $78,485-13.4% | $106,213-36.0% | $74,495-8.8% |
| Participation rate | 45.2% | 72.8%-27.7pp | 75.3%-30.1pp | 67.2%-22.0pp |
| Annual return | 12.65% | 15.95%-3.3pp | 116.14%-103.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,177 | $4,322-26.5% | $5,016-36.7% | $4,346-26.9% |
| Admin fee / account holder | $197 | $2,232-91.2% | $11,033-98.2% | $1,942-89.9% |