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 INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $47,942 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,950 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $47,186 | $99,078-52.4% | $96,544-51.1% | $74,419-36.6% |
| Participation rate | 95.6% | 80.7%+14.9pp | 76.0%+19.6pp | 70.7%+24.9pp |
| Annual return | 32.17% | 22.48%+9.7pp | 25.84%+6.3pp | 34.38%-2.2pp |
| Employer contribution / active EE | $3,527 | $2,570+37.2% | $2,965+18.9% | $2,637+33.7% |
| Participant deferral / active EE | $12,267 | $4,933+148.7% | $4,851+152.9% | $4,528+170.9% |
| Admin fee / account holder | $91 | $225-59.4% | $8,252-98.9% | $348-73.8% |