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 |
|---|---|---|
PALLAS CAPITAL ADVISORS4 years Filed as: PALLAS CAPITAL ADVISORS, LLC Service code 15 · EIN 83-4556573 | Recordkeeping | $36,949 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,931 |
Service code 15 · EIN 57-0940019 | Recordkeeping | $19,000 |
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 | $78,165 | $87,013-10.2% | $106,213-26.4% | $80,856-3.3% |
| Participation rate | 94.0% | 70.4%+23.5pp | 75.3%+18.7pp | 67.6%+26.3pp |
| Annual return | 9.51% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,513 | $2,395+4.9% | $3,171-20.8% | $2,755-8.8% |
| Participant deferral / active EE | $7,681 | $3,986+92.7% | $5,016+53.1% | $4,296+78.8% |
| Admin fee / account holder | $627 | $8,431-92.6% | $11,033-94.3% | $6,918-90.9% |