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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,690 |
VISIONPOINT ADVISORY GROUP3 years Filed as: VISION POINT ADVISORY GROUP, LLC Service code 15 · EIN 46-3329350 | Recordkeeping | $16,978 |
Filed as: ATHERTON & ASSOCIATES, LLP Service code 15 · EIN 94-1239084 | Recordkeeping | $16,830 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,380 | $56,503-37.4% | $70,092-49.5% | $64,808-45.4% |
| Participation rate | 61.0% | 70.5%-9.5pp | 70.5%-9.5pp | 71.5%-10.5pp |
| Annual return | -14.46% | -13.44%-1.0pp | 190.73%-205.2pp | 32.82%-47.3pp |
| Employer contribution / active EE | $647 | $2,046-68.4% | $2,559-74.7% | $2,506-74.2% |
| Participant deferral / active EE | $1,786 | $3,389-47.3% | $3,849-53.6% | $4,310-58.6% |
| Admin fee / account holder | $325 | $160+102.9% | $6,267-94.8% | $188+73.3% |