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 |
|---|---|---|
CARY KANE LLP2 years Filed as: CARY ST PARTNERS INVESTMENT ADVISOR Service code 15 · EIN 26-0070474 | Recordkeeping | $29,403 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,282 |
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 | $52,630 | $69,823-24.6% | $77,163-31.8% | $74,419-29.3% |
| Participation rate | 34.8% | 70.0%-35.2pp | 69.6%-34.8pp | 70.7%-35.9pp |
| Annual return | 15.25% | 19.98%-4.7pp | 37.87%-22.6pp | 34.38%-19.1pp |
| Employer contribution / active EE | $938 | $2,150-56.4% | $2,535-63.0% | $2,637-64.4% |
| Participant deferral / active EE | $1,932 | $3,558-45.7% | $3,833-49.6% | $4,528-57.3% |
| Admin fee / account holder | $341 | $398-14.3% | $5,472-93.8% | $348-2.0% |