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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,581 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $13,509 |
COOPER SAVAS LLC1 year Service code 15 · EIN 27-5169784 | Recordkeeping | $8,000 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,162 | $26,906+15.8% | $61,373-49.2% | $77,904-60.0% |
| Participation rate | 28.4% | 33.4%-5.0pp | 52.6%-24.2pp | 73.7%-45.3pp |
| Annual return | -16.62% | -14.46%-2.2pp | 338.61%-355.2pp | 12.21%-28.8pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,159-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $738 | $1,180-37.5% | $2,125-65.3% | $4,806-84.6% |
| Admin fee / account holder | $179 | $117+52.6% | $2,130-91.6% | $133+34.7% |