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 | $24,487 |
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $24,447 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,972 | $54,517+37.5% | $75,972-1.3% | $74,495+0.6% |
| Participation rate | 92.7% | 60.3%+32.4pp | 69.1%+23.6pp | 67.2%+25.5pp |
| Annual return | 13.44% | 31.82%-18.4pp | 359.55%-346.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,614 | $1,777-9.2% | $2,685-39.9% | $2,623-38.5% |
| Participant deferral / active EE | $5,229 | $3,066+70.6% | $4,255+22.9% | $4,346+20.3% |
| Admin fee / account holder | $345 | $2,229-84.5% | $6,467-94.7% | $1,942-82.3% |