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 9-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 |
|---|---|---|
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 15 · EIN 36-4540515 | Recordkeeping | $22,572 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,554 |
Employer contribution per participant 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.
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 | $19,303 | $172,932-88.8% | $119,258-83.8% | $86,799-77.8% |
| Participation rate | 93.4% | 89.4%+4.0pp | 82.7%+10.7pp | 72.3%+21.1pp |
| Annual return | 47.00% | 20.96%+26.0pp | 30.69%+16.3pp | 97.91%-50.9pp |
| Employer contribution / active EE | $1,266 | $5,487-76.9% | $4,384-71.1% | $2,405-47.4% |
| Participant deferral / active EE | $5,261 | $8,466-37.9% | $6,111-13.9% | $4,131+27.3% |
| Admin fee / account holder | $75 | $150-50.2% | $7,226-99.0% | $170-55.8% |