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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 |
|---|---|---|
CARY KANE LLP1 year Filed as: CARY ST PARTNERS INVESTMENT ADVISOR Service code 15 · EIN 26-0070474 | Recordkeeping | $19,488 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,583 |
NATIONAL WEALTH MANAGEMENT6 years Service code 15 · EIN 20-3063471 | Recordkeeping | $7,344 |
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 | $43,521 | $56,503-23.0% | $70,092-37.9% | $64,808-32.8% |
| Participation rate | 39.0% | 70.5%-31.5pp | 70.5%-31.5pp | 71.5%-32.5pp |
| Annual return | -12.27% | -13.44%+1.2pp | 190.73%-203.0pp | 32.82%-45.1pp |
| Employer contribution / active EE | $960 | $2,046-53.1% | $2,559-62.5% | $2,506-61.7% |
| Participant deferral / active EE | $1,942 | $3,389-42.7% | $3,849-49.5% | $4,310-54.9% |
| Admin fee / account holder | $334 | $160+108.3% | $6,267-94.7% | $188+77.8% |