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 |
|---|---|---|
FELICE RETIREMENT SERVICES7 years Service code 15 · EIN 91-2096181 | Recordkeeping | $36,468 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,519 |
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 | $60,159 | $79,171-24.0% | $102,423-41.3% | $74,495-19.2% |
| Participation rate | 89.7% | 74.8%+14.9pp | 76.5%+13.2pp | 67.2%+22.5pp |
| Annual return | 14.84% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,277 | $2,362-45.9% | $3,023-57.8% | $2,623-51.3% |
| Participant deferral / active EE | $7,632 | $4,415+72.9% | $5,053+51.0% | $4,346+75.6% |
| Admin fee / account holder | $121 | $2,001-93.9% | $9,451-98.7% | $1,942-93.8% |