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 |
|---|---|---|
401K ADVISORS INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $33,620 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,590 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $130,054 | $70,908+83.4% | $98,907+31.5% | $73,488+77.0% |
| Participation rate | 77.7% | 73.8%+3.9pp | 76.0%+1.7pp | 70.7%+7.0pp |
| Annual return | 12.65% | 34.17%-21.5pp | 196.43%-183.8pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,666 | $2,036+30.9% | $2,689-0.9% | $2,270+17.4% |
| Participant deferral / active EE | $6,151 | $3,500+75.7% | $4,244+44.9% | $3,740+64.5% |
| Admin fee / account holder | $456 | $535-14.7% | $6,642-93.1% | $513-11.0% |