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 |
|---|---|---|
MODERN WEALTH HOLDINGS LLC2 years Filed as: MODERN WEALTH MANAGEMENT, LLC Service code 15 · EIN 92-1037746 | Recordkeeping | $57,969 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,633 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $142,268 | $49,915+185.0% | $154,803-8.1% | $74,304+91.5% |
| Participation rate | 72.7% | 54.0%+18.7pp | 78.1%-5.4pp | 60.3%+12.3pp |
| Annual return | 13.11% | 34.06%-20.9pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,535 | $1,611+57.3% | $4,305-41.1% | $2,241+13.1% |
| Participant deferral / active EE | $5,486 | $2,255+143.3% | $5,540-1.0% | $3,767+45.6% |
| Admin fee / account holder | $410 | $2,189-81.3% | $14,329-97.1% | $2,969-86.2% |