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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.
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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 | $39,067 |
GREENSPRING ADVISORS, LLC7 years Service code 15 · EIN 82-5320133 | Recordkeeping | $35,068 |
SMITH & HOWARD, PC6 years Service code 15 · EIN 58-1250486 | Recordkeeping | $15,500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,733 | $78,485+18.2% | $106,213-12.7% | $74,495+24.5% |
| Participation rate | 93.7% | 72.8%+20.9pp | 75.3%+18.4pp | 67.2%+26.5pp |
| Annual return | 10.43% | 15.95%-5.5pp | 116.14%-105.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,608 | $2,523-36.3% | $3,171-49.3% | $2,623-38.7% |
| Participant deferral / active EE | $5,047 | $4,322+16.8% | $5,016+0.6% | $4,346+16.1% |
| Admin fee / account holder | $322 | $2,232-85.6% | $11,033-97.1% | $1,942-83.4% |