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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,077 |
VALUEWEALTH SERVICES LLC1 year Filed as: VALUEWEALTH SERVICES, LLC Service code 15 · EIN 03-0540423 | Recordkeeping | $8,513 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,304 | $101,317-12.8% | $146,958-39.9% | $74,495+18.5% |
| Participation rate | 87.3% | 75.5%+11.8pp | 82.2%+5.1pp | 67.2%+20.1pp |
| Annual return | 23.55% | 8730.91%-8707.4pp | 418.34%-394.8pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $6,519 | $3,810+71.1% | $4,933+32.1% | $2,623+148.5% |
| Participant deferral / active EE | $14,741 | $7,303+101.8% | $8,070+82.7% | $4,346+239.2% |
| Admin fee / account holder | $271 | $1,739-84.4% | $12,998-97.9% | $1,942-86.1% |