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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 |
|---|---|---|
BCJ CAPITAL MANAGEMENT LLC2 years Service code 15 · EIN 82-3738447 | Recordkeeping | $61,139 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,354 |
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL LLC Service code 15 · EIN 27-1124147 | Recordkeeping | $5,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,769 | $100,923-37.8% | $150,045-58.2% | $74,304-15.5% |
| Participation rate | 64.1% | 70.1%-6.0pp | 82.3%-18.3pp | 60.3%+3.7pp |
| Annual return | 17.47% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,993 | $3,463-42.4% | $4,693-57.5% | $2,241-11.1% |
| Participant deferral / active EE | $8,102 | $6,709+20.8% | $7,997+1.3% | $3,767+115.1% |
| Admin fee / account holder | $306 | $2,767-88.9% | $13,435-97.7% | $2,969-89.7% |