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.
| Provider | Service type | Compensation |
|---|---|---|
NPPG1+ years Filed as: NPPG INVESTMENTS SERVICES, LLC Service code 15 · EIN 32-0356844 | Recordkeeping | $111,359 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,837 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $19,564 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER - DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage; Distribution (1... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,211 | $73,360+498.7% | $177,989+146.8% | $74,495+489.6% |
| Participation rate | 99.3% | 66.6%+32.7pp | 77.1%+22.2pp | 67.2%+32.1pp |
| Annual return | 15.94% | 17.49%-1.6pp | 294.48%-278.5pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $19,567 | $2,216+782.8% | $3,949+395.5% | $2,623+646.0% |
| Participant deferral / active EE | $14,700 | $4,513+225.7% | $6,276+134.2% | $4,346+238.3% |
| Admin fee / account holder | $628 | $1,808-65.2% | $10,363-93.9% | $1,942-67.6% |