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.
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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 |
|---|---|---|
THE PATRIOT FINANCIAL GROUP2 years Service code 27 INSURANCE AGENCY LLC · WESTBOROUGH, MA 01581 | Advisory (Plan) | $8,405 |
WHITTLESEY PC1 year Filed as: WHITTLESEY AND HADLEY PC Service code 10 2800 TRUMBULL ST · HARTFORD, CT 06103 | Accounting | $8,300 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,416 | $58,264+2.0% | $86,612-31.4% | $71,457-16.9% |
| Participation rate | 30.3% | 65.0%-34.7pp | 71.7%-41.4pp | 67.9%-37.6pp |
| Annual return | 11.53% | 21.63%-10.1pp | 591.07%-579.5pp | 28.85%-17.3pp |
| Employer contribution / active EE | $290 | $2,574-88.7% | $3,022-90.4% | $2,588-88.8% |
| Participant deferral / active EE | $1,263 | $3,436-63.2% | $4,438-71.5% | $4,289-70.5% |
| Admin fee / account holder | $308 | $1,057-70.8% | $5,614-94.5% | $1,587-80.6% |