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 |
|---|---|---|
GERBER LLC6 years Filed as: GERBER KAWASAKI, INC. Service code 15 · EIN 27-2274173 | Recordkeeping | $50,960 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,004 |
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 | $92,820 | $100,923-8.0% | $150,045-38.1% | $74,304+24.9% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+14.0pp | 60.3%+35.9pp |
| Annual return | 20.18% | 51.77%-31.6pp | 62.55%-42.4pp | 29.43%-9.2pp |
| Employer contribution / active EE | $9,958 | $3,463+187.5% | $4,693+112.2% | $2,241+344.3% |
| Participant deferral / active EE | $20,128 | $6,709+200.0% | $7,997+151.7% | $3,767+434.3% |
| Admin fee / account holder | $181 | $2,767-93.5% | $13,435-98.7% | $2,969-93.9% |