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 | $19,275 |
PINNACLE WEALTH ADVISORS3 years Service code 15 · EIN 93-1133012 | Recordkeeping | $9,057 |
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 | $26,345 | $54,350-51.5% | $82,719-68.2% | $68,494-61.5% |
| Participation rate | 98.9% | 63.9%+35.0pp | 72.6%+26.4pp | 67.9%+31.0pp |
| Annual return | -16.09% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $486 | $2,218-78.1% | $3,009-83.8% | $2,596-81.3% |
| Participant deferral / active EE | $4,480 | $3,246+38.0% | $4,395+1.9% | $4,027+11.3% |
| Admin fee / account holder | $238 | $4,395-94.6% | $5,329-95.5% | $5,403-95.6% |