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 | $54,613 |
FAIRCOURT PARTNERS, LLC2 years Service code 15 · EIN 82-4882966 | Recordkeeping | $29,442 |
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 | $44,999 | $49,693-9.4% | $70,515-36.2% | $74,419-39.5% |
| Participation rate | 86.5% | 64.7%+21.9pp | 68.3%+18.2pp | 70.7%+15.8pp |
| Annual return | 21.67% | 21.22%+0.5pp | 32.77%-11.1pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,656 | $1,773-6.6% | $2,973-44.3% | $2,637-37.2% |
| Participant deferral / active EE | $5,579 | $3,376+65.3% | $4,567+22.2% | $4,528+23.2% |
| Admin fee / account holder | $217 | $316-31.4% | $6,412-96.6% | $348-37.7% |