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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,450 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,820 |
PWR CPA LLP1 year Service code 15 · EIN 84-3240157 | Recordkeeping | $9,000 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,858 | $66,813+85.4% | $100,516+23.2% | $73,488+68.5% |
| Participation rate | 58.9% | 77.5%-18.5pp | 79.4%-20.5pp | 70.7%-11.8pp |
| Annual return | 17.06% | 25.70%-8.6pp | 30.89%-13.8pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,084 | $2,147-2.9% | $3,418-39.0% | $2,270-8.2% |
| Participant deferral / active EE | $4,180 | $5,883-28.9% | $6,270-33.3% | $3,740+11.8% |
| Admin fee / account holder | $374 | $512-26.9% | $8,081-95.4% | $513-27.1% |