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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 |
|---|---|---|
GREAT VALLEY ADVISOR GROUP4 years Filed as: GREAT VALLEY ADVISOR GROUP, INC. Service code 15 · EIN 51-0295792 | Recordkeeping | $9,335 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,516 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,964 | $100,227-78.1% | $169,993-87.1% | $74,419-70.5% |
| Participation rate | 94.2% | 87.3%+6.9pp | 87.0%+7.2pp | 70.7%+23.4pp |
| Annual return | 53.02% | 66.08%-13.1pp | 53.37%-0.4pp | 34.38%+18.6pp |
| Employer contribution / active EE | $1,253 | $4,263-70.6% | $6,785-81.5% | $2,637-52.5% |
| Participant deferral / active EE | $5,878 | $7,143-17.7% | $10,408-43.5% | $4,528+29.8% |
| Admin fee / account holder | $37 | $234-84.1% | $12,815-99.7% | $348-89.3% |