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 10-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,996 |
WISER ADVISOR GROUP2 years Service code 15 · EIN 92-3412499 | Recordkeeping | $22,785 |
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 | $76,972 | $77,503-0.7% | $100,391-23.3% | $80,856-4.8% |
| Participation rate | 92.6% | 76.9%+15.6pp | 81.5%+11.1pp | 67.6%+24.9pp |
| Annual return | 13.41% | 37.20%-23.8pp | 49.20%-35.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,240 | $2,801+51.4% | $3,942+7.6% | $2,755+53.9% |
| Participant deferral / active EE | $7,582 | $6,820+11.2% | $8,082-6.2% | $4,296+76.5% |
| Admin fee / account holder | $365 | $5,897-93.8% | $7,899-95.4% | $6,918-94.7% |