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 4-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 | $52,921 |
IMA WEALTH INC1 year Filed as: TRUENORTH SECURITIES, INC Service code 15 · EIN 48-1233289 | Recordkeeping | $13,909 |
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 | $19,845 | $66,457-70.1% | $81,382-75.6% | $77,643-74.4% |
| Participation rate | 94.8% | 68.7%+26.0pp | 69.5%+25.3pp | 70.6%+24.2pp |
| Annual return | 13.19% | 15.93%-2.7pp | 24.73%-11.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,425 | $2,159+12.3% | $2,463-1.5% | $2,726-11.0% |
| Participant deferral / active EE | $3,581 | $3,679-2.7% | $3,883-7.8% | $4,647-23.0% |
| Admin fee / account holder | $171 | $583-70.6% | $5,768-97.0% | $430-60.2% |