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 7-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 |
|---|---|---|
RSM US LLP1+ years Filed as: MCGLADREY & PULLEN Service code 15 · EIN 42-0714325 | Recordkeeping | $32,118 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,846 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $21,875 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,391 | $38,058+21.9% | $169,463-72.6% | $75,289-38.4% |
| Participation rate | 53.0% | 65.1%-12.1pp | 77.8%-24.7pp | 72.4%-19.4pp |
| Annual return | -4.69% | -2.88%-1.8pp | 1.83%-6.5pp | -0.04%-4.7pp |
| Employer contribution / active EE | $252 | $1,478-83.0% | $4,159-93.9% | $2,405-89.5% |
| Participant deferral / active EE | $2,783 | $3,201-13.1% | $5,277-47.3% | $3,739-25.6% |
| Admin fee / account holder | $100 | $85+17.2% | $9,109-98.9% | $102-2.4% |