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 5-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 |
|---|---|---|
FUND DIRECT ADVISORS1 year Filed as: FUND DIRECT ADVISORS, INC Service code 15 · EIN 27-3584365 | Recordkeeping | $70,661 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,422 |
KIMBERLIN COMPANY, PLLC1 year Service code 15 · EIN 45-5497718 | Recordkeeping | $8,550 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $65,056 | $78,485-17.1% | $106,213-38.7% | $74,495-12.7% |
| Participation rate | 95.9% | 72.8%+23.1pp | 75.3%+20.6pp | 67.2%+28.7pp |
| Annual return | 15.93% | 15.95%0pp | 116.14%-100.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $5,488 | $2,523+117.5% | $3,171+73.0% | $2,623+109.2% |
| Participant deferral / active EE | $9,625 | $4,322+122.7% | $5,016+91.9% | $4,346+121.5% |
| Admin fee / account holder | $292 | $2,232-86.9% | $11,033-97.4% | $1,942-85.0% |