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 | $21,625 |
Filed as: MILLENNIUM INVESTMENT & RETIRMENT A Service code 15 · EIN 94-3428956 | Recordkeeping | $12,008 |
SMITH LEONARD PLLC4 years Service code 15 · EIN 20-5907591 | Recordkeeping | $8,000 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $52,336 | $64,480-18.8% | $81,382-35.7% | $80,856-35.3% |
| Participation rate | 91.8% | 63.9%+27.9pp | 69.5%+22.3pp | 67.6%+24.2pp |
| Annual return | 11.18% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,823 | $3,094-8.7% | $3,883-27.3% | $4,296-34.3% |
| Admin fee / account holder | $262 | $5,671-95.4% | $5,768-95.5% | $6,918-96.2% |