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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,867 |
Filed as: THE PATRIOT FNCL GRP INSUR. AGENCY, Service code 15 · EIN 90-0138117 | Recordkeeping | $24,577 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,615 | $49,915-6.6% | $154,803-69.9% | $74,304-37.3% |
| Participation rate | 99.3% | 54.0%+45.3pp | 78.1%+21.2pp | 60.3%+38.9pp |
| Annual return | 3.80% | 34.06%-30.3pp | 58.88%-55.1pp | 29.43%-25.6pp |
| Employer contribution / active EE | $3,604 | $1,611+123.7% | $4,305-16.3% | $2,241+60.8% |
| Participant deferral / active EE | $4,737 | $2,255+110.1% | $5,540-14.5% | $3,767+25.8% |
| Admin fee / account holder | $246 | $2,189-88.8% | $14,329-98.3% | $2,969-91.7% |