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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,290 |
VESTPOINTE WEALTH MANAGEMENT3 years Service code 15 · EIN 20-1298894 | Recordkeeping | $10,160 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,231 | $64,119-32.6% | $112,228-61.5% | $66,914-35.4% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.1%-44.3pp | 69.8%-39.0pp |
| Annual return | -18.26% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $761 | $3,005-74.7% | $3,635-79.1% | $2,544-70.1% |
| Participant deferral / active EE | $2,528 | $3,693-31.5% | $4,728-46.5% | $4,237-40.3% |
| Admin fee / account holder | $417 | $625-33.2% | $6,410-93.5% | $593-29.6% |