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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,056 |
Filed as: WEALTH ADVISORY GROUP, INC Service code 15 · EIN 23-2739506 | Recordkeeping | $20,580 |
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 | $68,929 | $88,634-22.2% | $101,326-32.0% | $74,304-7.2% |
| Participation rate | 94.7% | 76.9%+17.9pp | 81.5%+13.2pp | 60.3%+34.4pp |
| Annual return | 16.28% | 33.10%-16.8pp | 36.82%-20.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,940 | $2,930+0.3% | $3,665-19.8% | $2,241+31.2% |
| Participant deferral / active EE | $7,413 | $7,322+1.2% | $7,994-7.3% | $3,767+96.8% |
| Admin fee / account holder | $203 | $2,425-91.6% | $11,185-98.2% | $2,969-93.2% |