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 |
|---|---|---|
ALLMERITS ASSET, LLC2 years Service code 15 · EIN 85-0737245 | Recordkeeping | $49,677 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,457 | $54,517+71.4% | $75,972+23.0% | $74,495+25.5% |
| Participation rate | 71.1% | 60.3%+10.8pp | 69.1%+2.0pp | 67.2%+3.9pp |
| Annual return | 14.53% | 31.82%-17.3pp | 359.55%-345.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,158 | $1,777+21.4% | $2,685-19.6% | $2,623-17.7% |
| Participant deferral / active EE | $6,485 | $3,066+111.5% | $4,255+52.4% | $4,346+49.2% |
| Admin fee / account holder | $373 | $2,229-83.3% | $6,467-94.2% | $1,942-80.8% |