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, LLC3 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 15 · EIN 20-5282002 | Recordkeeping | $24,555 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,445 |
ADP BROKER-DEALER3 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 | $46,485 | $65,061-28.6% | $143,757-67.7% | $66,914-30.5% |
| Participation rate | 91.8% | 65.2%+26.6pp | 80.3%+11.5pp | 69.8%+22.0pp |
| Annual return | -14.98% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,811 | $2,361+19.1% | $4,951-43.2% | $2,544+10.5% |
| Participant deferral / active EE | $5,348 | $2,919+83.2% | $5,637-5.1% | $4,237+26.2% |
| Admin fee / account holder | $264 | $502-47.5% | $14,673-98.2% | $593-55.5% |