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 6-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 PLAN FIDUCIARIES, LLC Service code 14 · EIN 90-0815510 | Plan Administrator | $98,500 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,257 |
PEGGY S. EDGE, CPA, LLC2 years Service code 10 · EIN 26-4527814 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,370 | $119,446-28.5% | $150,045-43.1% | $85,563-0.2% |
| Participation rate | 81.8% | 75.4%+6.4pp | 82.3%-0.5pp | 66.0%+15.9pp |
| Annual return | 16.38% | 23.72%-7.3pp | 62.55%-46.2pp | 31.51%-15.1pp |
| Employer contribution / active EE | $4,565 | $4,078+11.9% | $4,693-2.7% | $2,654+72.0% |
| Participant deferral / active EE | $10,975 | $7,985+37.4% | $7,997+37.2% | $4,375+150.8% |
| Admin fee / account holder | $350 | $548-36.1% | $13,435-97.4% | $834-58.0% |