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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,719 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $27,299 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $108,609 | $119,446-9.1% | $150,045-27.6% | $85,563+26.9% |
| Participation rate | 84.5% | 75.4%+9.0pp | 82.3%+2.2pp | 66.0%+18.5pp |
| Annual return | 22.25% | 23.72%-1.5pp | 62.55%-40.3pp | 31.51%-9.3pp |
| Employer contribution / active EE | $4,082 | $4,078+0.1% | $4,693-13.0% | $2,654+53.8% |
| Participant deferral / active EE | $13,974 | $7,985+75.0% | $7,997+74.7% | $4,375+219.4% |
| Admin fee / account holder | $152 | $548-72.3% | $13,435-98.9% | $834-81.8% |