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 | $117,870 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 15 · EIN 06-1397347 | Recordkeeping | $85,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,716 | $103,918-30.0% | $94,646-23.2% | $80,160-9.3% |
| Participation rate | 78.6% | 85.8%-7.3pp | 80.8%-2.3pp | 72.9%+5.6pp |
| Annual return | 23.53% | 27.77%-4.2pp | 156.71%-133.2pp | 40.38%-16.9pp |
| Employer contribution / active EE | $2,841 | $3,539-19.7% | $3,672-22.6% | $2,978-4.6% |
| Participant deferral / active EE | $12,110 | $9,528+27.1% | $7,418+63.3% | $5,017+141.4% |
| Admin fee / account holder | $79 | $96-18.5% | $7,231-98.9% | $145-45.8% |