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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,035 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL3 years Service code 49 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,352 | $98,750+5.7% | $149,696-30.3% | $79,858+30.7% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 16.57% | 27.43%-10.9pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $4,754 | $3,216+47.8% | $4,644+2.4% | $2,471+92.4% |
| Participant deferral / active EE | $6,718 | $5,680+18.3% | $6,842-1.8% | $3,740+79.6% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |