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 |
|---|---|---|
Filed as: FIDUCIARY FIRST, LLC Service code 15 · EIN 20-5582309 | Recordkeeping | $24,397 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,240 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,173 | $98,982-72.5% | $162,163-83.2% | $65,185-58.3% |
| Participation rate | 94.0% | 85.8%+8.2pp | 87.6%+6.4pp | 70.2%+23.8pp |
| Annual return | 20.33% | 24.84%-4.5pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,322 | $3,467-33.0% | $5,614-58.6% | $2,177+6.7% |
| Participant deferral / active EE | $3,920 | $5,384-27.2% | $7,298-46.3% | $3,514+11.6% |
| Admin fee / account holder | $138 | $596-76.8% | $10,843-98.7% | $847-83.7% |