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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 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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,048 |
CYPRESS WEALTH SERVICES LLC2 years Filed as: CYPRESS WEALTH SERVICES Service code 15 · EIN 82-2079022 | Recordkeeping | $38,788 |
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 | $10,457 | $50,815-79.4% | $155,509-93.3% | $77,643-86.5% |
| Participation rate | 91.2% | 63.1%+28.1pp | 78.2%+13.0pp | 70.6%+20.6pp |
| Annual return | 14.70% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,096 | $2,822+45.2% | $5,626-27.2% | $4,647-11.9% |
| Admin fee / account holder | $102 | $437-76.6% | $15,912-99.4% | $430-76.3% |