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 |
|---|---|---|
VALUEWEALTH SERVICES LLC1 year Service code 15 2444 SOLOMONS ISLAND ROAD · ANNAPOLIS, MD 21401 | Recordkeeping | $23,745 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,768 |
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 | $76,283 | $91,407-16.5% | $135,903-43.9% | $71,457+6.8% |
| Participation rate | 74.3% | 75.7%-1.3pp | 81.9%-7.6pp | 67.9%+6.4pp |
| Annual return | 18.84% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $4,377 | $3,703+18.2% | $4,856-9.9% | $2,588+69.1% |
| Participant deferral / active EE | $10,087 | $7,092+42.2% | $7,758+30.0% | $4,289+135.2% |
| Admin fee / account holder | $261 | $1,266-79.4% | $10,762-97.6% | $1,587-83.5% |