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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,745 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $55,078 |
ADP BROKER-DEALER6 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 | $88,967 | $106,028-16.1% | $146,958-39.5% | $77,643+14.6% |
| Participation rate | 88.4% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 21.13% | 56.73%-35.6pp | 418.34%-397.2pp | 31.24%-10.1pp |
| Employer contribution / active EE | $4,171 | $4,063+2.6% | $4,933-15.5% | $2,726+53.0% |
| Participant deferral / active EE | $14,503 | $7,990+81.5% | $8,070+79.7% | $4,647+212.1% |
| Admin fee / account holder | $207 | $337-38.6% | $12,998-98.4% | $430-51.9% |