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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 3-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 |
|---|---|---|
Filed as: RETIREMENT PLANNERS & ADMINSTRATOR Service code 15 · EIN 62-1038805 | Recordkeeping | $22,480 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,499 | $106,028-86.3% | $146,958-90.1% | $77,643-81.3% |
| Participation rate | 61.4% | 78.4%-16.9pp | 82.2%-20.7pp | 70.6%-9.2pp |
| Annual return | 14.32% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $8,102 | $4,063+99.4% | $4,933+64.2% | $2,726+197.2% |
| Participant deferral / active EE | $292 | $7,990-96.3% | $8,070-96.4% | $4,647-93.7% |
| Admin fee / account holder | $96 | $337-71.5% | $12,998-99.3% | $430-77.7% |