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 |
|---|---|---|
401K ADVISORS INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $34,330 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,084 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,633 | $96,484+8.4% | $156,263-33.0% | $74,304+40.8% |
| Participation rate | 89.6% | 67.7%+21.9pp | 78.9%+10.7pp | 60.3%+29.3pp |
| Annual return | 11.33% | 17.73%-6.4pp | 59.47%-48.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $322 | $2,528-87.3% | $4,333-92.6% | $2,241-85.6% |
| Participant deferral / active EE | $5,126 | $4,286+19.6% | $6,158-16.8% | $3,767+36.1% |
| Admin fee / account holder | $314 | $3,728-91.6% | $14,255-97.8% | $2,969-89.4% |