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 4-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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,589 |
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 15 · EIN 46-5576228 | Recordkeeping | $27,176 |
ADP BROKER-DEALER4+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,648 | $45,031-49.7% | $84,966-73.3% | $77,643-70.8% |
| Participation rate | 32.3% | 48.7%-16.4pp | 67.5%-35.2pp | 70.6%-38.3pp |
| Annual return | 20.18% | 79.22%-59.0pp | 66.38%-46.2pp | 31.24%-11.1pp |
| Employer contribution / active EE | $1,042 | $1,609-35.2% | $2,727-61.8% | $2,726-61.8% |
| Participant deferral / active EE | $1,910 | $2,807-32.0% | $4,519-57.7% | $4,647-58.9% |
| Admin fee / account holder | $142 | $912-84.5% | $6,149-97.7% | $430-67.1% |