See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHADLER SOLUTIONS Service code 26 100 PASSAIC AVE · FAIRFIELD, NJ 07004 | Advisory (Participants) | $20,222 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,320 | $75,183-38.4% | $123,892-62.6% | $55,167-16.0% |
| Participation rate | 51.2% | 72.8%-21.6pp | 81.4%-30.2pp | 69.0%-17.7pp |
| Annual return | 5.22% | 19.01%-13.8pp | 47.52%-42.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $737 | $2,823-73.9% | $4,617-84.0% | $1,963-62.5% |
| Participant deferral / active EE | $3,568 | $5,084-29.8% | $5,984-40.4% | $3,054+16.8% |
| Admin fee / account holder | $348 | $663-47.4% | $8,357-95.8% | $504-30.9% |