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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,941 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $19,077 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,396 | $79,171-61.6% | $102,423-70.3% | $74,495-59.2% |
| Participation rate | 97.4% | 74.8%+22.6pp | 76.5%+20.9pp | 67.2%+30.2pp |
| Annual return | 9.96% | 54.93%-45.0pp | 29.32%-19.4pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,597 | $2,362-32.4% | $3,023-47.2% | $2,623-39.1% |
| Participant deferral / active EE | $2,889 | $4,415-34.6% | $5,053-42.8% | $4,346-33.5% |
| Admin fee / account holder | $201 | $2,001-90.0% | $9,451-97.9% | $1,942-89.6% |