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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC3 years Service code 15 · EIN 82-3226180 | Recordkeeping | $68,772 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,306 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,887 | $82,202-2.8% | $125,339-36.3% | $64,808+23.3% |
| Participation rate | 60.7% | 77.9%-17.2pp | 82.4%-21.7pp | 71.5%-10.8pp |
| Annual return | -15.63% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.4pp |
| Employer contribution / active EE | $3,075 | $3,615-14.9% | $4,814-36.1% | $2,506+22.7% |
| Participant deferral / active EE | $6,677 | $7,175-6.9% | $7,446-10.3% | $4,310+54.9% |
| Admin fee / account holder | $331 | $163+102.5% | $10,010-96.7% | $188+76.0% |