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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 | $108,057 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $13,671 |
COOPER SAVAS LLC3 years Service code 15 · EIN 27-5169784 | Recordkeeping | $8,396 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,861 | $31,741-65.8% | $56,411-80.7% | $199,593-94.6% |
| Participation rate | 91.3% | 32.3%+58.9pp | 52.5%+38.8pp | 72.0%+19.3pp |
| Annual return | 10.29% | 14.72%-4.4pp | 1701.33%-1691.0pp | 34.25%-24.0pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,039-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,481 | $1,184+25.0% | $1,952-24.1% | $5,087-70.9% |
| Admin fee / account holder | $103 | $426-75.7% | $2,829-96.3% | $269-61.5% |