Filed November 25, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VANTAGE ETC, LTD3+ years Service code 15 · EIN 45-5394900 | Recordkeeping | $40,009 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN, EDWARDS & COMPANY, LLP. Service code 15 · EIN 54-0504608 | Recordkeeping | $10,986 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,790 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,778 | $58,726+46.1% | $92,233-7.0% | $62,292+37.7% |
| Participation rate | 38.5% | 68.3%-29.9pp | 76.5%-38.0pp | 69.5%-31.1pp |
| Annual return | 16.86% | 43.62%-26.8pp | 176.28%-159.4pp | 28.90%-12.0pp |
| Employer contribution / active EE | $581 | $2,392-75.7% | $3,679-84.2% | $2,042-71.5% |
| Participant deferral / active EE | $1,971 | $2,766-28.7% | $3,897-49.4% | $3,169-37.8% |
| Admin fee / account holder | $644 | $556+15.8% | $5,194-87.6% | $479+34.4% |