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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,737 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $18,698 |
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 | $48,734 | $82,202-40.7% | $125,339-61.1% | $64,808-24.8% |
| Participation rate | 87.6% | 77.9%+9.8pp | 82.4%+5.3pp | 71.5%+16.2pp |
| Annual return | -10.95% | 3.48%-14.4pp | 572.05%-583.0pp | 32.82%-43.8pp |
| Employer contribution / active EE | $4,480 | $3,615+23.9% | $4,814-6.9% | $2,506+78.8% |
| Participant deferral / active EE | $14,164 | $7,175+97.4% | $7,446+90.2% | $4,310+228.6% |
| Admin fee / account holder | $135 | $163-17.2% | $10,010-98.7% | $188-28.1% |