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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $59,190 |
HORNOR TOWNSEND & KENT INC3 years Filed as: HORNOR, TOWNSEND & KENT, LLC Service code 15 · EIN 23-0952300 | Recordkeeping | $43,938 |
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.)
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 | $59,163 | $119,446-50.5% | $150,045-60.6% | $85,563-30.9% |
| Participation rate | 59.0% | 75.4%-16.4pp | 82.3%-23.3pp | 66.0%-7.0pp |
| Annual return | 15.96% | 23.72%-7.8pp | 62.55%-46.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,139 | $4,078-72.1% | $4,693-75.7% | $2,654-57.1% |
| Participant deferral / active EE | $5,274 | $7,985-34.0% | $7,997-34.1% | $4,375+20.5% |
| Admin fee / account holder | $320 | $548-41.5% | $13,435-97.6% | $834-61.6% |