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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,118 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $43,619 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,419 | $54,193-62.3% | $93,606-78.2% | $77,643-73.7% |
| Participation rate | 91.3% | 63.9%+27.4pp | 68.7%+22.6pp | 70.6%+20.7pp |
| Annual return | 14.69% | 30.54%-15.9pp | 133.20%-118.5pp | 31.24%-16.5pp |
| Employer contribution / active EE | $496 | $1,168-57.5% | $2,420-79.5% | $2,726-81.8% |
| Participant deferral / active EE | $3,832 | $3,144+21.9% | $4,411-13.1% | $4,647-17.5% |
| Admin fee / account holder | $69 | $576-87.9% | $8,285-99.2% | $430-83.9% |