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 INC5 years Service code 15 · EIN 33-0905143 | Recordkeeping | $23,680 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,619 |
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 | $117,634 | $96,484+21.9% | $156,263-24.7% | $74,304+58.3% |
| Participation rate | 54.4% | 67.7%-13.2pp | 78.9%-24.5pp | 60.3%-5.9pp |
| Annual return | 15.44% | 17.73%-2.3pp | 59.47%-44.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,411 | $4,286+2.9% | $6,158-28.4% | $3,767+17.1% |
| Admin fee / account holder | $330 | $3,728-91.2% | $14,255-97.7% | $2,969-88.9% |