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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.
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,629 |
VRAKAS S.C.1 year Filed as: VRAKAS CPAS Service code 15 · EIN 39-1453055 | Recordkeeping | $20,500 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $66,040 | $69,454-4.9% | $180,183-63.3% | $74,304-11.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 77.4%+22.6pp | 60.3%+39.7pp |
| Annual return | 11.20% | 25.86%-14.7pp | 27.86%-16.7pp | 29.43%-18.2pp |
| Employer contribution / active EE | $5,233 | $3,155+65.9% | $5,039+3.8% | $2,241+133.5% |
| Participant deferral / active EE | $7,857 | $4,662+68.5% | $6,822+15.2% | $3,767+108.6% |
| Admin fee / account holder | $317 | $3,036-89.5% | $19,975-98.4% | $2,969-89.3% |