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 |
|---|---|---|
ARBOR CAPITAL MANAGEMENT7+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $33,999 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,428 |
ADP BROKER-DEALER7+ 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,022 | $104,475+383.4% | $159,436+216.8% | $79,386+536.2% |
| Participation rate | 98.2% | 76.6%+21.6pp | 82.8%+15.4pp | 70.7%+27.5pp |
| Annual return | 15.70% | 67.95%-52.3pp | 263.57%-247.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $7,681 | $3,417+124.8% | $4,829+59.0% | $2,427+216.4% |
| Participant deferral / active EE | $8,074 | $6,467+24.8% | $7,352+9.8% | $4,046+99.6% |
| Admin fee / account holder | $334 | $711-53.0% | $10,799-96.9% | $626-46.7% |