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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC6 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 15 · EIN 20-5282002 | Recordkeeping | $27,515 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,722 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,229 | $49,915+42.7% | $154,803-54.0% | $74,304-4.1% |
| Participation rate | 94.7% | 54.0%+40.8pp | 78.1%+16.6pp | 60.3%+34.4pp |
| Annual return | 20.84% | 34.06%-13.2pp | 58.88%-38.0pp | 29.43%-8.6pp |
| Employer contribution / active EE | $3,804 | $1,611+136.1% | $4,305-11.7% | $2,241+69.7% |
| Participant deferral / active EE | $6,254 | $2,255+177.4% | $5,540+12.9% | $3,767+66.0% |
| Admin fee / account holder | $289 | $2,189-86.8% | $14,329-98.0% | $2,969-90.3% |