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 |
|---|---|---|
WESTPORT CAPITAL MARKETS, LLC3+ years Service code 15 · EIN 06-1459306 | Recordkeeping | $15,977 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,569 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $34,917 | $47,977-27.2% | $154,107-77.3% | $56,287-38.0% |
| Participation rate | 98.8% | 66.2%+32.6pp | 83.0%+15.8pp | 69.9%+29.0pp |
| Annual return | 9.72% | 3.54%+6.2pp | 735.12%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $3,176 | $2,169+46.4% | $5,298-40.1% | $2,111+50.4% |
| Participant deferral / active EE | $3,012 | $2,392+25.9% | $5,081-40.7% | $3,350-10.1% |
| Admin fee / account holder | $122 | $438-72.1% | $13,411-99.1% | $521-76.5% |