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 | $43,903 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $83,692 | $65,908+27.0% | $81,812+2.3% | $77,643+7.8% |
| Participation rate | 64.2% | 65.8%-1.6pp | 72.3%-8.1pp | 70.6%-6.3pp |
| Annual return | 12.71% | 26.64%-13.9pp | 773.79%-761.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,838 | $2,370-22.4% | $2,912-36.9% | $2,726-32.6% |
| Participant deferral / active EE | $4,877 | $3,505+39.1% | $4,319+12.9% | $4,647+4.9% |
| Admin fee / account holder | $138 | $526-73.8% | $7,386-98.1% | $430-67.9% |