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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,315 |
GREENSPRING ADVISORS, LLC5 years Service code 15 · EIN 82-5320133 | Recordkeeping | $38,512 |
SMITH & HOWARD, PC4 years Service code 15 · EIN 58-1250486 | Recordkeeping | $26,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,544 | $81,908-16.3% | $90,749-24.5% | $64,808+5.8% |
| Participation rate | 98.2% | 80.5%+17.7pp | 75.7%+22.5pp | 71.5%+26.7pp |
| Annual return | -12.39% | -12.53%+0.1pp | -12.16%-0.2pp | 32.82%-45.2pp |
| Employer contribution / active EE | $1,808 | $3,065-41.0% | $2,921-38.1% | $2,506-27.8% |
| Participant deferral / active EE | $4,226 | $4,840-12.7% | $4,564-7.4% | $4,310-2.0% |
| Admin fee / account holder | $322 | $157+104.6% | $8,445-96.2% | $188+71.2% |