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 | $43,546 |
JONATHAN G. FURLOW, CPA3 years Filed as: JONATHAN MACY Service code 15 · EIN 47-1045931 | Recordkeeping | $17,965 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,717 | $67,984-71.0% | $65,493-69.9% | $74,304-73.5% |
| Participation rate | 97.5% | 66.3%+31.2pp | 73.1%+24.4pp | 60.3%+37.2pp |
| Annual return | 15.97% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,538 | $2,491+1.9% | $2,574-1.4% | $2,241+13.3% |
| Participant deferral / active EE | $1,487 | $3,346-55.6% | $3,961-62.5% | $3,767-60.5% |
| Admin fee / account holder | $195 | $1,373-85.8% | $5,028-96.1% | $2,969-93.4% |